Do not allow the system to Mark as Reconciled the Bank Reconciliation when there is no matched transactions.


In Dynamics 365 for Financials and Operations, when users go&nbsp;Cash and bank management | Bank statement reconciliation| Bank reconciliation. &nbsp; &nbsp;1. Click New. &nbsp; &nbsp;2. In the Bank account field, enter or select a value. &nbsp; <p...

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0 Comments

Category: Financial Management (980)

STATUS DETAILS
Declined

Fixed Asset to meet the Australia Tax regulation number AASB116


Description of problem: When revaluing a fixed asset, according to AASB116, accumulated depreciation needs to be eliminated against the gross carrying value of the asset at the time of revaluation.&nbsp; What this means is that if i revalue an asset that was originally acquired for 5,000...

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0 Comments

Category: Financial Management (980)

STATUS DETAILS
Under Review

Have the ability to setup workflow Escalation for a Work Item queue


In Dynamics 365 for finance and operations, there is an ability to setup the workflow and escalate if needed. In the current design, the users can only select to escalate the workflow to the following options: Hierarchy, Workflow user and users. If users are using the Work...

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1 Comments

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1 Comments

Category: Workflow (121)

STATUS DETAILS
Under Review

Report Group Page for generated reports from a Report Group in Financial Reporting


In D365, Management Reporter no longer have the Report Group Page feature. This now makes it harder for user to have only one page/source where they can easily access all the reports generated by Management Reporter. In D365, what happens is once the Report Group generates all ...

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3 Comments

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3 Comments

Category: Financial reporting (105)

STATUS DETAILS
Needs Votes

D365 to control security access for all components of Management Reporter


In AX 2012 and D365 security is dependent on the User Role/privilege setup except for when the Tree and the Units are setup in the Report. The current design is that for Tree security, the users need to setup the security in Management Reporter in the Unit Security field in the Tree De...

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0 Comments

Category: Financial reporting (105)

STATUS DETAILS
Under Review

Exclude Credit Notes during the Customer Payment Proposal Process


Our customer would like to have the ability to exclude the Credit Notes during the cutsomer payment proposal process. They are currently using a payment method of Total and the system includes the Credit note in the calculation of the Customer balance. If they set the Payment m...

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0 Comments

Category: Financial Management (980)

STATUS DETAILS
Under Review

Have the ability to change the Receipt date for Product Receipt correction


When reversing a purchase order receipt that was posted in a ledger period that is marked as On Hold the system brings the receipt reversal forward to the next available posting period. This works as designed, however the system does not factor in that the next available posting period may be ...

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0 Comments

Category: Procurement and Sourcing (747)

STATUS DETAILS
Needs Votes

Budget check workflow parameter for Expense transactions


Description of problem: There is no option to add a condition based on budget check results in the either the expense report or expense report auto posting workflows, meaning that it is possible to submit, approve and auto-post an expense claim without seeing any budget check warnings. The workf...

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0 Comments

Category: Expense Management (193)

STATUS DETAILS
Needs Votes

Intercompany timesheet posting in the Lending company requires the Ledger Posting type of All to allow the posting


On posting the timesheet created in the lending company, an error will be thrown saying that no account exists for the account type Cost. This is because in the existing logic the ledger dimension is searched based on project account type ‘Cost’ and not based on any project Id or category id. Hen...

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0 Comments

Category: Time and attendance (30)

STATUS DETAILS
Needs Votes

AU BAS Reporting automation


At present the standard BAS reports generated from 365 Finance and Operations do not provide the user with clear and concise documentation to support the Business Activity Statement as lodged. In order to produce a satisfactory report, the user is required to export data and use an external pr...

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0 Comments

Category: Tax (274)

STATUS DETAILS
Needs Votes