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Email Notifications of Change of Bank Account Details


When you receive email notification that a bank account has been changed on a Vendor account it would be really helpful for the Vendor Number or Name to also be included. This would make it much easier to track and follow up on changes to verify

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Category: Financial Management (1282)

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Needs Votes

Statement of Account - Only to Show Outstanding Transactions


The standard Dynamics 365 Statement has two parts that only shows all transactions, then only overdue ones. A standard statement only showing all outstanding then a section showing aging for all outstanding transactions would be much more usefull as Customers only want to see outstanding transac...

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Category: Financial reporting (142)

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Declined

Unreconciled Entries in Bank Statement to Not Have to be Transferred out of Bank


I am only new to using Dynamics, but not understanding why you cannot leave unreconciled bank transactions in the bank account. This would be make reconciliations and follow up on outstanding items much more simpler and would be less work.

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Category: Cash and bank management (340)

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Declined