Approval Workflows - Show Status Field on Purchase Documents
Approval Workflows: Can’t see “Status” field on Purchase Documents (no visibility to Pending Approval vs Released).
Approval Workflows - Send notification to Requestor
Add capability to send an “Approved” notification to the submitter when their request is approved.
Account Schedule - Smart Column Captions
Currently, Account Schedules are limited to static captions such as "Current Period" or "Prior Period"
The reports would be more readable if the Column Captions could be "smart" and display either the Date Filter being applied to the column or resolve to the Month / Period caption...
Allow Creation of Prior Year Accounting Periods
If a user walks through the New Company wizard setup, they are asked for the start date for the current fiscal year. This interferes with prior year Data Migration (prior year Trial Balances) and the only solution today is to discard the entire company setup and recreate a new one, this ...
Account Schedule Print - Landscape Format
The Account Schedule report in Dynamics 365 for Financials.
In Dynamics NAV the same report can be set to print portrait or landscape when sent to the printer. The Web Client can only print to PDF, Word, or Excel, and does not have the orientation option.
Adding a de...
RapidStart - Include Job Journal and Job Planning Lines
Please add Job Journal and Job Planning Lines to the D365 RapidStart package.
We have multiple clients that would utilize the ability to import to the Job Journal and Job Planning Lines via RapidStart to load budget, actual, and invoice data.
Both initial data migration an...
Bug: Select Fields on Customer Ledger Entry and Vendor Ledger Entry Not Editable
Cannot edit specific fields on Customer Ledger Entries and Vendor Ledger Entries that should be editable (and have been previously):
Due Date
Message to Recipient
Payment Discount Date
Payment Discount Tolerance Date