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Generate recurring invoices by using the default values from free text invoice template AND customer account


When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the...

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Category: Accounts Receivable (382)

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Print recurring invoices at posting


The idea is to use the print options when posting recurring invoices. From "Accounts receivable / Invoices / Recurring invoices / Post recurring invoices", you can only post the invoices. There are no print options. In ordre to print recurring invoices at the posting, here are 2 ideas : 1) In ...

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Category: Accounts Receivable (382)

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Print applied filter in inquieries and report


The idea is to add the applied filters / criteria when printing a report in D365. Example : if I print the report "Transaction list by date" with the criteria fom date : 01-01-2020 to date : 31-12-2020, these criteria should be showed in the report printed.

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Category: Reporting and Analytics (139)

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