Add Opportunity to Job
For Project Oriented Organisations who use either the marketing features in BC or D365 Sales with integration, a Job can be as a result of an Opportunity but there is currently no link back from the Job activities and invoicing to the opportunity. By adding the Opportunity to the Job record then ...
Select Vendor Items
When entering a Purchase Order manually it can be difficult to know which Items should be purchased from the selected vendor. A Line function similar to the "Select Items" function, but that shows a filtered list of items where the vendor on the purchase order is the default primary vendor or a s...
Allow for Employee payments to be exported to Bank Payment file
Currently the payment file or bank payment integration does not permit the export of Employee payments, only Vendor payments. As Employee expenses are now intended to be pay via the employee ledger, clients need to be able to upload or export to the bank a payment file for the reimbursement.
Remittance advice report for Employee Payments.
Employee payments for expenses can be handled in Business Central but there is currently no way to create a remittance advice report to send to the employee on reimbursement. The current remittance advice reports will only work with Vendor entries. Either a new Employee Remittance Advice repor...
Add Quote Expiry Date field to Purchase Quotes
This field already exists on the Sales Quote but for some reasons is not present on the Purchase Quote. Quotes received have expiry dates as well as Quotes given and being able to track these will help Purchasers know if quotations are still valid or not.