"Confirm after posting documents" should also work for Reminders and Fin. Charge Memos


In "My Notifications" one can specify to "Confirm after posting documents". If for example a sales order is posted the user gets a confirm dialog: --------------------------- The order is posted as number xxxxxxx and moved to the Posted Sales Invoices window. Do you want to open the posted invoi...

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Category: General (1188)

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Needs Votes

"Copy Line Description to G/L Entry" also for "Fixed Assets" and other types


The "Copy Line Description to G/L Entry" should also work for "Fixed Assets" and other types. For a "main" asset where you want to gather acquisitions for many "component" assets you would benefit a lot from having the line description from the purchase document carried over to the G/L Entry table

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Category: Financial Management (888)

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Needs Votes

"suggest" Prepayment Inv./CreditM. instead of directly posting it


The suggestion is to add a new functionality which "suggests" the prepayment invoice/ prepayment credit memo instead of posting these documents directly (create unposted prepayment documents and allow modifications before posting). This would give users the option to change the document before p...

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Category: Financial Management (888)

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Needs Votes

prepayment credit memo should automatically apply open prepayment invoices


If you create a credit memo using "copy document from a posted sales invoice" you get the fields "Applies-to Doc. Type" and "Applies-to Doc. No." filled in the credit memo. On posting the credit memo the open entry for the sales invoice gets closed (and also the credit memo). The same should hap...

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Category: Financial Management (888)

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Needs Votes

Banking information on customer facing reports


On all customer facing reports containing fields Giro and Bank Account these fields should be replaced with IBAN and SWIFT. It would be optimal to use these fields ... if they are filled in the company information. If they are not used, and instead the old Bank Branch and Bank Account No. are fi...

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Category: Sales (500)

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Needs Votes

check before allowing a user to change VAT related fields on Prepayment G/L Accounts


In case of VAT rate changes one task is to change at least the VAT Product Posting Group on G/L Accounts. This is done to reflect the new VAT rate and suggest the new VAT Product Posting Group as a default value for new transactions. For "Prepayment G/L Accounts" this can create some trouble bec...

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Category: Financial Management (888)

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Needs Votes

deletion of G/L Accounts should be re-factored


The deletion of G/L Accounts should be re-factored. There is a date field in G/L setup which needs to be used: field caption is "Check G/L Acc. Deletion After". This field needs to contain a date in the past. If general requirements are met ... G/ L Balance is zero, Fiscal Year is closed, no Bu...

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Category: Financial Management (888)

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Needs Votes

Allow apply using a Balance G/L Account with VAT


When you use a G/L Account with "VAT settings" in a G/L Journal Line and you try to apply open entries you get the following error message. <<< You cannot post and apply general journal line TEMPLATE, JOURNAL, LINE NO. because the corresponding balance contains VAT. >>> This happens if you use th...

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Category: Financial Management (888)

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Needs Votes

Partially receipt/invoiced PO - requested see the "Remaining Amount to be invoiced" ... in a field


In a scenario where a PO has been partially shipped/invoiced there shoudl be a field where the user can see the "Remaining Amount to be invoiced" I think currently this is only possible by using a. the Posting Preview or b. the Test Report (Purchase Document - Test (402)) But an extra fiel...

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Category: Purchasing (289)

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Needs Votes

Allow “Reverse selected entries”


Currently it is possible to reverse entries starting from the G/L Registers. It would be good to have an option to filter balanced transactions and reverse the filtered transactions "only" instead of all entries associated with the G/L register.

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Category: Financial Management (888)

STATUS DETAILS
Needs Votes