User Profile

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 ...

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2 Comments

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2 Comments

Category: Inventory (367)

STATUS DETAILS
Completed

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...

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1 Comments

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1 Comments

Category: Inventory (367)

STATUS DETAILS
Completed

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 ...

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7 Comments

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7 Comments

Category: Data Migrations (199)

STATUS DETAILS
Completed

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 (1300)

STATUS DETAILS
Completed

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 (1300)

STATUS DETAILS
Completed

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 (757)

STATUS DETAILS
Completed

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.

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6 Comments

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6 Comments

Category: Purchasing (424)

STATUS DETAILS
Completed