User Profile

Ability to load bank statements in batch


Give users the ability to set up a batch job to automatically import bank statements from a designated file server at times to be defined by the user.  This functionality existed in AX 2012 but does not exist in 365.  Some 365 users have 250+ bank accounts that need to be tracke...

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7 Comments

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7 Comments

Category: Cash and bank management (302)

STATUS DETAILS
Planned

Transaction or Report to show Unposted Transactions


365 has implemented a new restriction that blocks the removal of a general ledger account structure from a ledger if there are unposted transactions that reference the structure.  Since there will almost always be an unposted transaction somewhere in a 365 ledger, Microsoft needs to ...

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2 Comments

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2 Comments

Category: General Ledger (348)

STATUS DETAILS
Under Review

Legal entity as just another dimension


Many 365 users have more than one legal entity.  Change 365's user interface so legal entity code is just another dimension on the form instead of imbedding the legal entity code in the window pane whereby transactions and forms and reports generated are tied to that legal entity cod...

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0 Comments

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0 Comments

Category: Financial Management (1121)

STATUS DETAILS
Declined

Create general journal & vendor invoice from Excel add-in


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 ...

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1 Comments

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1 Comments

Category: Financial Management (1121)

STATUS DETAILS
Under Review