Support bank statement reconciliation for multiple currencies
In real-world business scenarios, a physical bank account often processes transactions in multiple currencies.
However, the current system only supports bank statement reconciliation when the currency of the bank statement transactions matches the default currency of the corre...
Design Change Request – Handling Multiple PO Invoices Transferred from Invoice Capture to FnO
In the header section of the Purchase Order invoice within Finance and Operations (FnO), there is a Purchase Order drop-down field that enables users to select a single Purchase Order (PO).
Many organizations rely on this field containing a PO number as a condition within their ...
Add batch processing mode for the Project transaction adjustment function
Currently, the Project Transaction Adjustment functionality in Dynamics 365 Finance and Operations does not support batch processing. This limitation poses challenges when users need to adjust a large volume of project transactions, as the process may be interrupted due to bro...
Make the parameter “Summarize amounts in bank account” compatible with the Post and Transfer function
Under the current system design, enabling the parameter “Summarize amounts in bank account” within the journal name setup disables the Post and Transfer function, making it unavailable for user selection.
Design Change Request:
We...
Add the Override Transaction Date parameter to the Recognition Batch Processing form in Subscription billing module
In the current design, several parameters—such as Override Transaction Date—are missing from the Recognition Batch Processing functionality compared to the Recognition Processing form.
I strongly recommend considering the addition of the...
[Design change request] Add warning of potential differences in closing and opening balances for main account + financial dimension sets when performing cross-financial dimension ledger settlement
The system currently allows general ledger settlements for the same main account across different financial dimension values without restriction.
Example:
A transaction posted to Main Account A with financial dimension value ‘a’ can be settled against an...
Support the termination of billing schedules with uninvoiced periods
In the current system design, a billing schedule can only be terminated once all periods have been invoiced. However, in real business operations, there are scenarios where users may need to cancel or skip invoicing for specific periods.
The system should be enhanced to support such scen...
Design Change Request: Option to Retain Item-Level Default Financial Dimensions When Adding Lines to a Project Purchase Order
In the current design of the Project management and accounting module in the Finance and Operations application, when a purchase order is linked to a project, users are prompted to decide whether the vendor’s default financial dimensions on the purchase order header should be overridden with t...
[Design Change Request] Improve the logic for updating expense payment status
Current behavior
The Update expense payment information function updates the payment status in the All expense reports form for any voucher settled against the expense report — not only the actual payment voucher.
This beh...
[Design Change Request] Dynamic accounting date setting for Finalize purchase order batch job
In the current design, the Finalize purchase orders process can be scheduled as a recurring batch job; however, its Accounting date parameter is static. As a result, each batch execution finalizes purchase orders using the same accounting date unless this parameter is manuall...