Need "Mark all" & "Clear all" feature in the Account Reconciliation form
When the user reconciling the bank transactions in the Account Reconciliation from (Cash and Bank Management >Bank accounts> Bank accounts >Reconcile >Account reconciliation>Transactions ), need select the transactions as “Cleared” line by line. For user friendly and...
Category: Cash and bank management (121)
Vendor invoice workflow automatic action doesn't have the confiditon to check submitter\preparer's signing limit with invoice amount
Need the hyperlink to back to the detail of Goal in the Review
Project purchase order can't be posted if the project is finished.
Start from D365, Microsoft has a design change to stop the project purchase order posting if the relevant project is finished. This design change is not suitable for the business scenario: 1. The project had received the items\services from vendor, 2. The project is finished, 3. Then received ...
Category: Project management (453)
Need the workflow for the Goal apporval procedure
In the Talent Core HR - Employee development module, the Goal can be created for workers. The workflow for goal approve procedure will be great helpful for customer real business: 1) employee enters the goal, 2) and the manager approves the goal, 3) then the goal locks down
Category: Learning and Development (33)
Mobile APP - Expenase manament: can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount)
Need keep the company level -Unit price tolerance in the Accounts Payable parameter.
Need keep the company level -Unit price tolerance in the Accounts Payable parameter. Same as the “Purchase price total tolerance percent” & “Purchase price total tolerance”, system need keep a field “Unit Price Tolerance” in the Accounts Payable paramete...
Category: Accounts Payable (209)
Budgeting workflow should use different icon for the auto tasks (Activation, Allocation and Transition)
Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...
Category: Credit and collections (43)