Vendor Change Report
Can we create or adapt an existing report like Vendors so the AP department can report on any vendor changes within a given date range? Information that would need to be created: Vendor Name Address Contact information Bank information Invoice & delivery Payment Financial Dimensions
Delegate View on Timesheets
For Delegates to be able to view Timesheets created by them and by other Delegates for the same Timesheet User.
Delegates Managing Favourite
For Delegates to be able to managed their Timesheet User's Favourites, create and delete.
Update all ER outputs for Invoice Model (Project manage invoice) to support summarising and consolidating entries
Currently the Invoice Models in (ER), Project manage invoice model mapping and project manage invoice template do not support merging debit and credit invoicing lines within a single summary section. D365 currently creates one line for all credit entries and separate line for all debit entries...
Line Properties within Project Management & Account to be editable
At present, once the Line property is established and transactions are linked to it, you cannot modify whether the line property is considered chargeable. We think this toggle should be adjustable even after transactions are created, as businesses may later want to change the classification of...