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  • 5

    Use Excel as a front-end for data entry to Financials

    Suggested by David BoehmCompleted 0
    Category: Other

    One of the greatest drawbacks to working with Financials, is the slow pace of data entry.  Users essentially add one field at a time, and have to deal with internet latency each time we hit the "enter" or "tab" key.


    I also noticed that as the number of lines in a journal increase, the response time becomes slower.  As an example, this past weekend I converted a company from QuickBooks to Financials.  As a part of this process, I create journals in the G/L Journal entry screen to book their trial balance.  As I add more and more lines, I get more "working on it" messages.  If I tab through the rest of the fields on the screen and start entering the next line too soon, the "Amount" field on the previous line becomes blank.  I would estimate it takes anywhere from 2 to 5 times as long to do an entry in Financials, as opposed to doing the same entry in a Windows-based ERP.


    Why don't you use Excel as a data entry platform for Financials?


    You already have the basic programming in place for this.  There is an "Export to Excel" icon on most screens.  Of course, you'll have to validate data received through a spreadsheet upload, but a lot of this logic already exists in your RapidStart capability.


    If you use Excel as a data entry platform, you will have combined the best of both worlds (i.e. Windows-based and Cloud).  Users would be able to use Excel's capabilities to quickly create data, and the data would ultimately end up in a Cloud-based ERP (i.e. Financials).


    Would it be that difficult to do this?  Your current "Export to Excel" capability allows me to make limited modifications to records that already exist within Financials, but it doesn't allow me to add new records to a spreadsheet and successfully publish these.

  • 5

    Purchase invoice List

    Suggested by Mark McLeanPlanned 1
    Category: Financial Management

    Could you add the Vendor Invoice number to the purchase invoice list view?


     


     

  • 4

    Enable manual installation of .app file in a sandbox environment

    Suggested by Stefano DemilianiNew 0
    Category: Other

    Loading an extension with only the .app file (manual deployment) on a sandbox environment is extremely useful for testing purposes or for consultants that want to test an extension to a customer environment before making it into production.
  • 4

    Enlarge 'Unit of Measure' description field to 30/50

    Suggested by Frédéric VercaemstNew 0
    Category: Inventory

    All master data / setup tables in NAV having a description field, allows description lengths of at least 30 to 50 characters. Only the 'Unit of Measure' table still doesn't follow this pattern and is still limited to only 10 characters.

    Since we're not able to extend this field via an extension, can we have the description field length (and translated description) updated to 30/50 by MS?
  • 4

    Provide a way to restore the Departments menu entry

    Suggested by D. R.New 0
    Category: Other

    We have customers who do remove the "departments" menu entry from the profiles using the configuration modus. This is a nice idea to give the users a minimal user interface. Sadly there is no easy way to restore the menu entry except hitting "restore defaults" and loosing all configured pages.

    Please provide a possibility to restore that entry!
  • 4

    Improve performance of Rapidstart Services

    Suggested by Roberto StefanettiAccepted 0
    Category: Data Migrations

    Since it's currently the tool for data migration, it would be useful to improve the performance of Rapidstart Services.

  • 4

    Allow the Payment Reconciliation Journal to match against existing Bank Ledger Entries

    Suggested by Nikolai L'EstrangeNew 0
    Category: Financial Management

    The Payment Reconciliation Journal has a severe limitation in that it does not recognise when a Bank Ledger has already been posted - the most common example is Vendor Payments. We should be able to match against these unreconciled Bank Ledger entries, and ideally it should try to auto-match as well.

    In comparison the Bank Acc. Reconciliation does do this - including the auto-match. Behind the scenes it uses the same Table and Posting Codeunit as the other Bank Rec so this should be possible?
  • 4

    F8

    Suggested by Hanno NiemeijerPlanned 0
    Category: Financial Management

    Getting (financial) users to work with the NAV Web client is seriously hindered by the lack of the F8 button which copies the information of the above lying field in a list so nicely in the windows client. It would be great if a simular functionality could be provided in the web client.
  • 4

    Lot List & Serial List Pages

    Suggested by Roberto StefanettiNew 0
    Category: Inventory

    it may be useful to have a Lot List and a Seral List pages based on the Lot Information & Serial Information tables. For those who use these two tables (it is not mandatory to use them) in which to assign further information to the lots and serials these lists would be useful. (today we can have only the card pages).

    Thanks!
  • 4

    Company Name at Top of Screen

    Suggested by Justin DouglasUnder Review 0
    Category: Other

    If you work with multiple companies at one time it should be possible at a glance to know what company you are working in.

    My suggestion is to put the company name at the top:

    Dynamics 365 - Business Central - Company Name