Allow blocked items to be hidden in item lookups
Customers could have thousands of items with some "blocked" when they are no longer used. However, those blocked items still show up in lookups when adding items to Sales Invoices which makes the list of items much longer and causes confusion as to what items are actually available. We should ...
Have a way to import Item images
Currently we can't import in images with items in Dynamics 365 for Financials so the process currently is to open every item and then the image can be imported. The following suggestion was made on Forums:
If we can have a folder in OneDrive specifically for images, so we can put im...
Need ability to Import Dimension Values
There currently is not a way to import in Dimension Values. In the Dimensions window you can set up your Dimensions, and you then click Dimension Values to enter all possible values for the Dimensions and users would like the ability to import these Dimension Values somehow. In the ...
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.
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.
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
Need to be able to reprint vendor Remittances to resend to Vendor after the fact
user is requesting to be able to reprint a remittance to send to a vendor after checks and remittances have been printed...this is for both Checks and EFT payment type of transactions.