User Profile

Page Setup for prining and export to Excel


Can the page setup option be brought back into the Financial Reporter (rather than within the D365 environment) so page sizes, layouts, margins etc can be stored for the report dataset. Currently each time a report is produced you have to reset the print options and when exporting to excel the...

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Category: Financial reporting (142)

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Needs Votes

GL workflow for chart of account changes


Can additional workflows be created for items within the chart of accounts? This could be for changes to the main account, financial dimensions and any account structures as examples. i.e. If a user wishes to change the properties of a main account (e.g. main account category or main account typ...

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Category: General Ledger (408)

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Needs Votes

Irish VAT3 report


Include the Irish VAT report as a component in Electronic Reporting as an Excel download. Currently Irish tax is not submitted online so an Excel export is required


https://www.revenue.ie/en/vat/accounting-for-vat/how-to-account-for-value-added-tax/completing-vat3-return.aspx

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Category: Globalization - Regulatory features (479)

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Needs Votes

Subscription Billing Termination deferrals and postings


When a termination is applied to a subscription billing line, depending on the settings, an invoice can be generated for the termination amount. This will use the settings from the item being terminated and will post the revenue to the same main account as the item and be deferred over the rem...

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Category: Subscription Billing (57)

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Needs Votes

Sales Order Creation settings per Subscription Billing ID


Currently the Sales Order Creation options are contained in the Recurring contract billing parameters and default for all sales orders created. It would be very beneficial to have these settings on each subscription billing ID in the same way that the termination type can be defined per subsc...

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Category: Subscription Billing (57)

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Needs Votes

Ability to defer Ledger to Ledger charges


Currently only customer/ledger charges can be auto deferred by subscription billing.


However broker charges, which are normally setup as a ledger to ledger charge are not available to defer automatically. Broker charges are often recognised in-line with deferred revenue and as...

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Category: Subscription Billing (57)

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Needs Votes