Suggest a new Idea

  • 21

    Export to Excel

    Suggested by Natalie LemkePlanned 2
    Category: Financial Management

    Recommendation to add “Export to Excel” as core feature to all page layouts (consistent with Dynamics NAV 2017).  This is one of the key selling features that is repeatedly messaged regarding Dynamics products: that users have access to the familiar “Microsoft feel”. In Dynamics 365 for Financials, it is clear Finance users want access to data to model, analyze, and aggregate without entering an “editable” worksheet.  This is helpful for AR Customer reconciliations (export Customer Ledger Entries) or exporting the working items related to an Invoice to export Invoice Line information.  Additionally, this is valuable once a list of Posted Sales Invoice OR Posted Purchase Receipt documents is filtered, to export the filtered set for ad hoc analysis/reporting.

  • 11

    Post to G/L in detail

    Suggested by Naser AUnder Review 0
    Category: Financial Management

    Currently when you post a transaction from a sub-ledger (e.g. Sales Invoice or Purchase Invoice), this system summarizes all the line items that hit the same G/L account and post to the G/L as a single line per account. This makes it very difficult to reconcile as the amounts you see in the G/L would not match any individual line from the original transaction. Further, if you select the G/L entry and navigate to the posted transaction, it shows you all line items for that transaction rather than just the line items that make up the specific G/L entry that you're looking at.

    We would suggest that all line items get post to the G/L in detail to make it easy to reconcile between the G/L entry and sub-ledger transaction.
  • 11

    'Limit Totals To' filters - Chart of Accounts

    Suggested by Ben DebeerPlanned 1
    Category: Financial Management

    Would be great to have the ability (as in standard NAV) to set 'Date Filters' on the Chart Of Accounts using something like the 'Limit Totals To' functionality.



  • 11

    Print Reports for all Dimensions not just 1 and 2

    Suggested by Jennifer ReinhardtUnder Review 2
    Category: Financial Management

    There have been numerous requests to be able to print reports based on more than just Dimensions 1 and 2, please consider adding additional Dimensions to the printing of reports

  • 10

    Ability to undo or voide a Bank Reconciliation

    Suggested by Jennifer ReinhardtUnder Review 1
    Category: Financial Management

    If someone uses the auto match and doesn't catch an incorrectly matched transaction and posts the Bank Reconciliation there is no way to undo this. There needs to be a way to void or undo a Bank Reconciliation in a Saas environment.

  • 6

    Detailed Tax breakdown in Orders, Invoices, and Quotes based on province

    Suggested by Small KNew 0
    Category: Financial Management

    We would like to be able to see a more detailed breakdown of taxes instead of just the Total Tax amount.


    This is what the Order, Quote, and Invoice Tax section looks like:




    I would like it to look like this to change based on the Province in the Vendor or Customer because some provinces have different tax types here is an example:

    Taxes Based On Province

    No province has all of these tax types but it would be nice to see the values without having to post the invoice and generate a report.

  • 6

    General Ledger Entries - Dimension Codes

    Suggested by Warren YoungPlanned 0
    Category: Financial Management

    Dimensions are not visible on the General Ledger Entries.  Global 1 and Global 2 should be visible at a minimum.  3-8 would be very beneficial as well.  Dimension Set ID would be a helpful stopgap for filtering purposes.

    This request came up specifically for a client looking at the General Ledger Entries, but the request is relevant to all Ledger Entry pages.

  • 6

    Remittance Advice email facility

    Suggested by Charlie JonesPlanned 1
    Category: Financial Management

    Hi when printing a remittance advice, the abiltiy to email it directly from financials like other reports, would be excellent

  • 6

    Bank Account Statements

    Suggested by Microsoft – Rejected 0
    Category: Financial Management

    Bank Acc. Statements page appears to have no functionality:

  • 5

    Create general journal & vendor invoice from Excel add-in

    Suggested by Howard WalkerUnder Review 1
    Category: Financial Management

    Please add the ability to start or create a general journal entry from inside the Excel add-in.  Currently users are required to create a journal batch in 365 so the system will assign a batch number, then you launch Excel.  The batch number is passed in to Excel.  Why can't we skip that step and have Excel generate the batch number?  The same concept applies to vendor invoices and other transactions that can be performed in Excel.  

    My clients are asking for this.