Need "Mark all" & "Clear all" feature in the Account Reconciliation form


When the user reconciling the bank transactions in the Account Reconciliation from (Cash and Bank Management >Bank accounts> Bank accounts >Reconcile >Account reconciliation>Transactions ), need select the transactions as “Cleared” line by line. For user friendly and...

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2 Comments

Category: Cash and bank management (280)

STATUS DETAILS
Needs Votes

Need the hyperlink to back to the detail of Goal in the Review


We can add the Goal in the Review form, but can't drop in to check the detail of the goal. Need this feature enhancement to improve the user efficiency.

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0 Comments

Category: Learning and Development (64)

STATUS DETAILS
Needs Votes

Project purchase order can't be posted if the project is finished.


Start from D365, Microsoft has a design change to stop the project purchase order posting if the relevant project is finished. This design change is not suitable for the business scenario: 1. The project had received the items\services from vendor, 2. The project is finished, 3. Then received ...

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review

Need the workflow for the Goal apporval procedure


In the Talent Core HR - Employee development module, the Goal can be created for workers. The workflow for goal approve procedure will be great helpful for customer real business: 1) employee enters the goal, 2) and the manager approves the goal, 3) then the goal locks down

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0 Comments

Category: Learning and Development (64)

STATUS DETAILS
Needs Votes

Mobile APP - Expenase manament: can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount)


Mobile APP - Expense management can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount). User can record the expense report i<span style='display: inline !important; float: none; background-color: r...

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Category: Expense Management (189)

STATUS DETAILS
Needs Votes

Need keep the company level -Unit price tolerance in the Accounts Payable parameter.


Need keep the company level -Unit price tolerance in the Accounts Payable parameter. Same as the &ldquo;Purchase price total tolerance percent&rdquo; &amp; &ldquo;Purchase price total tolerance&rdquo;, system need keep a field &ldquo;Unit Price Tolerance&rdquo; in the Accounts Payable paramete...

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1 Comments

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1 Comments

Category: Accounts Payable (314)

STATUS DETAILS
Declined

Sales tax not calculated on Interest note


For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...

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1 Comments

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1 Comments

Category: Credit and collections (122)

STATUS DETAILS
Needs Votes

Need the ability to configure the system how to update the expense report accounting date.


As the current behavior, there is only one option to update the accounting date to the First day of next open period. While for the real business scenario, the user need the system to provide an option or a parameter to allow posting the approved expense report on the date when the expense repor...

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0 Comments

Category: Expense Management (189)

STATUS DETAILS
Needs Votes

Need the method in Class: HcmPerformanceReviewReportModelProvider to get the Goal.Overview value.


This client has the business requirement to print review (Employee development > Performance > Reviews > Print review), and the printed out document should has the Goal's Overview field ( Table: HCMGoal, Employee development > Performance > Goals). By checking the "Performance Review Model" from ...

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1 Comments

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1 Comments

Category: Learning and Development (64)

STATUS DETAILS
Needs Votes

Positions V2 should not create the active position for the records with Activation date = 1900/01/01.


Export the retired positions via the Positions V2 data entity, system will set the Activation & Retirement date as 1900-01-01, but if importing the file (update the position ID) back, the system will create a active position for the records with the date 1900/01/01. The behavior differs between e...

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Category: Organization management (233)

STATUS DETAILS
Needs Votes