User Profile

The trial balance does not provide the listing of all the Main accounts present in the chart of accounts. Client needs all the accounts even if there are no transactions.


When Customer runs the trial balance, only accounts in which there are transactions/balance is present those are displayed but the client expects that all the accounts from COA should be present in that form. 


Request you to add the above-mentioned feature in the upcoming vers...

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Category: General Ledger (407)

STATUS DETAILS
Needs Votes

Customer account Statement current date (To date) on recurrence batch job not getting updated in report


As per the current D365 F&O behavior, when a customer account statement is run using batch job on a daily basis 'To Date' is getting updated as the date when batch is set/created.


Expectation: When report is run on recurrence basis using batch run "To Date" ne...

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0 Comments

Category: Credit and collections (154)

STATUS DETAILS
Needs Votes

D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, the customer wants to trigger 1st letter again


D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, customer wants to trigger 1st letter again or customer should have an option of sending more than 5 collection letters.

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Category: Credit and collections (154)

STATUS DETAILS
Needs Votes

Company payment bank account link with sales invoice.


Organization is looking for an option in sales order invoice where they can update organization bank account for which they wish to receive payment from customer.


Requesting you consider this idea in the upcoming version.

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Category: Accounts Receivable (388)

STATUS DETAILS
New

Leave balance should get deducted from the last year balance


If an employee is taking leave from Dec 26 to Dec 31 and when he submits his leave request in the portal on Jan 3rd, it should get deducted from the last year balance instead of current year as the leave belongs to the last year.


Requesting you to consider this idea in the upc...

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Category: Leave and Absence (237)

STATUS DETAILS
New

This is an effective mechanism that ensures ideas can be voted for by active members of Communities, customers, and partners alike, that in effect enables a better understanding of how customers use our solutions and what areas customers are requesting enhancements in future versions. Based on such feedback, Product Group can proper plan for making product changes. To increase the demand, please vote for the suggestion so it is implemented in the future into the product.


We want the workflow to follow the configured managerial hierarchy while escalating the submitted request.


For e.g.: If requester A reports to B, B reports to C, and C reports to D and based on approval limit a workflow is...

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Category: Accounts Payable (521)

STATUS DETAILS
New

Workflow escalation using Managerial hierarchy doesn’t work as expected.


We want the workflow to follow the configured managerial hierarchy while escalating the submitted request.


For e.g.: If requester A reports to B, B reports to C, and C reports to D and based on approval limit a workflow is...

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Category: Accounts Payable (521)

STATUS DETAILS
New

On Hand Inventory column should show data


When we add on hand inventory column for the item journal in project management and accounting, system should show the details if that particular item has any on hand inventory available.


We request you to consider above mentioned idea as we believe that this functionality can...

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Category: Project Accounting (231)

STATUS DETAILS
New

Generate check number for multi-currency transaction.


System should allow the user to generate check number for multi-currency bank transactions as this feature will be helpful for users to track the report by check numbers.


We request you to consider this suggestion as one of the featured in the upcoming version.

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0 Comments

Category: Accounts Payable (521)

STATUS DETAILS
New

Funding source is getting picked wrongly when imported through data entity.


In current functionality system is taking first customer account from funding source by default even when we have associated last funding source with the project and for 100% allocation.


But we feel t...

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1 Comments

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1 Comments

Category: Project Accounting (231)

STATUS DETAILS
New
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