Suggest a new Idea

  • 2

    Allow Financial Dimension for Transfer Order if not within the Warehouse at least between the Sites

    Suggested by Wamik AzamPlanned 2
    Category: Inventory

    Allow Financial Dimension for Transfer Order if not within the Warehouse at least between the Sites

  • 2

    Account Schedule Print - Landscape Format

    Suggested by Warren YoungPlanned 1
    Category: Financial Management

    The Account Schedule report in Dynamics 365 for Financials.


    In Dynamics NAV the same report can be set to print portrait or landscape when sent to the printer.  The Web Client can only print to PDF, Word, or Excel, and does not have the orientation option.  


    Adding a dedicated "Landscape" version of the Account Schedule report or adding an orientation option to the print process would suffice. 

  • 2

    Print Shipper from Sales Orders

    Suggested by Brian DokterPlanned 1
    Category: Sales

    Currently there does not appear to be a way to print a shipper, even though the report is found in the Report Layout Selection screen (Report ID 208).  The report works, but it does not come up in the search.


    Being able to print it from the Sales Order  or the Shipment screen.

  • 2

    Add Quantity when selecting an item in a line

    Suggested by Brian HendricksUnder Review 1
    Category: Inventory

    It would be nice to have a column to view quantity available of an item when selecting the item from a line.  Currently to know quantity on hand you have to view the full list of products, but I think it would be beneficial to add the quantity to the quick view that you see in a sales order/invoice ect.


     


     

  • 2

    Add multiple Vendor Bank Accounts

    Suggested by Tammy TorgersonUnder Review 0
    Category: Other

    The Vendor Bank Account List page (navigate to it by choosing a vendor and clicking on the Bank Accounts button on the Navigate tab in the ribbon) includes an Edit in Excel button. However, this cannot be used to add new Vendor Bank Account records. 


    It would be very helpful if there were a way to add multiple Bank Accounts to multiple Vendors all at once.

  • 2

    Custom Reporting - profit/loss, balance sheet, etc.

    Suggested by Scott PhilbrookCompleted 2
    Category: Reports and Business Intelligence

    I am new to this product but am tasked with creating custom reports out of Financial. I have looked for a couple hours, seen various web pages on setup, videos, even tried Chat with MS but have not figured out where the report writing or modification menu is for these basic financial reports. I understand perhaps BI module is involved? I realize the trend is towards a "clean" looking interface but it seems overly hard to find this functionality in 365 Finance. I am using actual product not the trial, FYI. 

  • 2

    Copy Company functionality

    Suggested by Steve BrooksCompleted 4
    Category: Financial Management

    In our experience as a partner, customers like to have a 'sandbox' company containing their own master data, which they can then transact/test in, before migrating to their 'live' company.


    It would be great if, in the 'My Settings' page, there was an option to copy a company rather than just to create a new one (as there is in Dynamics NAV). This would allow setup to be completed, then the company duplicated in order to provide a 'sandbox' while keeping a clean setup company ready to go live.


    Thanks!

  • 2

    Suggest Line from Time Sheets in Job Journal missing options

    Suggested by Jennifer ReinhardtPlanned 1
    Category: Other

    When in a Job Journal you can Suggest Line from Time Sheets which lets you specify certain Options, however, you cannot specify what the Line Type is or Document No., so once all the Time Sheet data is entered you need to manually set the Line Type to Billable, for example, and then set the Doc No for EACH line.  It would save time to be able to set those 2 options in the Suggest Job Jnl. Line Options.

  • 1

    Expand and Collapse Tabs on a Form based on the Stage of a Business Process Flow

    Suggested by Allison SussmanNew 0
    Category: Sales

    Define what tabs on a form correspond to the stages of a business process flow rand automatically have the form collapse/expand tabs based on the stage.
  • 1

    To view the cummulative total of the journal lines when scrolling down the journal lines

    Suggested by Pallab MukhopadhyayNew 0
    Category: Financial Management

    When you create a Payment Journal using the Suggest Vendor Payments with Balancing Account, the Journal created will show BALANCE (at the bottom of the page) = 0 always.

    The Customer wants when they scroll down the Journal lines, the system should display the cumulative totals of the Journal lines till the line the cursor is placed.