Store Credit Card Information Securely for Australian Privacy Laws
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
Category: Financial Management (683)
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...
Category: Reports and Business Intelligence (174)
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...
Category: General (924)
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.
Category: Project Management (76)
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?
Category: Purchasing (219)
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...
Category: General (924)
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...
Category: Opportunity Management (32)