User Profile

Store Credit Card Information Securely for Australian Privacy Laws


We have some customers wanting to store credit card information per customer. There are Data Privacy concerns how can BC help here?

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Category: Financial Management (1246)

STATUS DETAILS
Declined

FIlter Data using Approximately ~


I want to find an entry around ~$200 which will be able to do 199.01 - 201.99 or ~~ 200.01 - 200.99

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Category: General (1616)

STATUS DETAILS
Declined

Running total as filters or selections are applied help with aged debtor/vendors


When filtering a list be it Vendor or Bank Payments; if I remove a selection the totals at the bottom do not tally. I would like to see what vendors are overdue and then filter the list down to which vendors I want to pay. I don't want to have to run a report each time to see what i am about to pay

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1 Comments

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1 Comments

Category: Financial Management (1246)

STATUS DETAILS
Needs Votes

Share what happens when you change from Business Central Premium to Essentials and Changing User Experience


What happens when you switch between functions like going from premium to essentials. What happens if you want to re-enable this function in the future will the data stay as it was? Also what happens when you change user experience does any of the data get lost between swapping? Here is the resp...

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Category: Reports and Business Intelligence (300)

STATUS DETAILS
Needs Votes

Business Central Advisor Subscription to customer Tenants


As a partner I would like to be able to sign into my customers BC tenant without having to consume a BC subscription. There are other products on the market wherea licence is granted to the partner, much like a license is granted for an external accountant but with a higher level of functionalit...

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Category: General (1616)

STATUS DETAILS
Needs Votes

Job Staged Progress indication


Can we get a check box or some kind of indicator that a job has progress pass stage 1 or stage 2. At the moment the only way to see this is to see the budgeted and acutal job planning lines. I'd like to see at an overview what job tasks percentage is completed and a bi report to match.

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2 Comments

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2 Comments

Category: Project Management (179)

STATUS DETAILS
Needs Votes

Only order items from correct Vendor


When i have a planned order line I have to remember which vendor an item can be purchased from. The Order Planning page does not limit whom i can purchase this item from. If I have 1000's of items how could I know whom to purchase this one item from?

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1 Comments

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1 Comments

Category: Purchasing (411)

STATUS DETAILS
Needs Votes

Trust accounting in Australia


There are many accounting software that are verified as Trust accounting verified eg https://www.capterra.com/trust-accounting-software/ In NSW there is the Law Society that only permits certain certified accounting software see here https://www.lawsociety.com.au/practising-law-in-NSW/trust-mone...

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Category: General (1616)

STATUS DETAILS
Needs Votes

relationship management task list interface improvements


The Task List page has heaps of great details but its just provided in a plan flat file format with no good way of helping identity or separating out Priorities or Status of Tasks. Can this element be made to be more sales person focused with maybe some simple PowerBI dashboards to help identify...

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Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes

Show customer name on Opportunities


I cannot see who the customer is on the opportunities page. Can the customer name be added to the personalisation options?

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Category: Opportunity Management (50)

STATUS DETAILS
Needs Votes
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