Have a 3 Check Per Page option for printing checks


Many customer require their vendors to implement sustainable practices, such removing wasted paper...we would like to see an option to bring check/check/check so we have an option that doesn't require a stub.

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0 Comments

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0 Comments

Category: Financial Management (343)

STATUS DETAILS
Needs Votes

Suggest Line from Time Sheets in Job Journal missing options


When in a Job Journal you can Suggest Line from Time Sheets which lets you specify certain Options, however, you cannot specify what the Line Type is or Document No., so once all the Time Sheet data is entered you need to manually set the Line Type to Billable, for example, and then set t...

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1 Comments

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1 Comments

Category: General (463)

STATUS DETAILS
Needs Votes

Print Reports for all Dimensions not just 1 and 2


There have been numerous requests to be able to print reports based on more than just Dimensions 1 and 2, please consider adding additional Dimensions to the printing of reports

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2 Comments

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2 Comments

Category: Financial Management (343)

STATUS DETAILS
Under Review

Ability to import Bank Reconciliation values from Excel Spreadsheet


As a backup to Yodlee and ADP, we have a request to have a basic Excel Format to allow import of Bank Reconciliation information if needed.

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1 Comments

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1 Comments

Category: Financial Management (343)

STATUS DETAILS
Under Review

Enable Configuration for CRM Integration


Customers are using the CRM/Financials integration, but they would like the ability to configure these integrations...partner is requesting we add the enable configuration for the CRM Integration

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4 Comments

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4 Comments

Category: Data Migrations (69)

STATUS DETAILS
Under Review

Ability to undo or voide a Bank Reconciliation


If someone uses the auto match and doesn't catch an incorrectly matched transaction and posts the Bank Reconciliation there is no way to undo this. There needs to be a way to void or undo a Bank Reconciliation in a Saas environment.

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2 Comments

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2 Comments

Category: Financial Management (343)

STATUS DETAILS
Under Review

Need to be able to enter a Resource on a Sales Quote, Order, or Invoice


Please add the ability to enter the type of Resource to Sales Quotes, Orders and Invoices 

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0 Comments

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0 Comments

Category: Sales (185)

STATUS DETAILS
Needs Votes

Need to add Vendor's Our Account No to check


Looking at various Check Reports, adding the field Our Account No from the Vendor Card is not available. Can we please get this field available to be added to Checks.

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2 Comments

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2 Comments

Category: Reports and Business Intelligence (92)

STATUS DETAILS
Needs Votes

Need additional fields in CRM Synchronization for Sales documents


Users are requesting the following fields flow from Sales Orders in CRM to Sales Orders in Financials:
1. Customer PO Number
2. In CRM you can edit the line's description to be more detailed about the item, they would like this editing description to flow over to the line item on the...

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0 Comments

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0 Comments

Category: Sales (185)

STATUS DETAILS
Needs Votes

Would like to be able to print a memo on Checks in D365 for Financials


checks typically have a memo field in the lower left corner which allows you to describe what the check is paying off, we have had this request to get this functionality added to Dynamics 365 for Financials.

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2 Comments

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2 Comments

Category: Financial Management (343)

STATUS DETAILS
Under Review