Dynamics 365 Finance

Wish there is an option to easily inquiry or visualize year en closing planning, featuring trial balance journal entries before year end closing maybe functional, however featuring different ledger strategies year end closing plans version maybe optimum ideal (e.g. founders dividends, expense taxes, commissions accruals, financial dimension retained earnings....)

Wish there is an option to easily visualize, identify form print out forms (e.g. purchase order confirmation, packing slip, invoice...) the item listing of complementary items to be expected to be included from the main item order, and for purpose to easily visualize and easy visual read.

Rather then reading from potential double entry from item descriptions.

Wish there is an option to easily setup on the vendor print out form the item dimension, weight, height, width, dimension...

For purpose to easy the purchase order processing...

A credit note to receive cannot be posted on the ledger account as an invoice to receive.

Same logic on the sales side.

Therefore, we need separate posting types for these type of transactions.

Wish there is an option to feature a command to restore a record to original, featuring blue print is helpful, however featuring a functional command for an administrator to easily restore a record and/or a field to original maybe optimum functional ideal.

While working with the 'Vendor invoice V2 data entity', it is not possible to add information for maintain charges and markup trans. This is currently a design limitation which the entities that compose 'Vendor invoice V2 data entity' doesn't have these fields included. An entity with these fields included should be available to use to generate vendor invoices.

Bank opening balances shouldn't exist in reconciliation worksheet

Issues May Happened :-

User by Mistake can mark this Transaction.

this Transaction Still exist . and keep moving for each Month Reconciliation

Porposed Solution :-

a functionality or flag should be implemented in the bank transaction so that when setting bank opening balance it will be set as reconciled by default

Fixed Asset Depreciation Journal Default Description leverage the Default Description setups in the General Ledger Journal Setup area. This seems to have stopped working with version 10.0.29.

Can this functionality be restored? Our Accounting team relies on this and it's not feasible to manually change the descriptions that are created since version 10.0.29

While creating Mileage expense, the vehicle type drop down is displaying all the different types of vehicles that are configured in the Mileage rate tiers form. Ideally it should only show those options which are valid for the transaction date selected by the user. Currently users are able to submit Mileage expense even for even those vehicle types which are not active for the selected transaction date

We use the posted sales tax report a lot (Tax - Inquiries & Reports - Sales Tax Inquiries - Posted Sales Tax) as it contains much of the critical information that we use for analysis - the sales tax codes, the origin amount, the sales tax amount, voucher ref etc.

However it does not contain the customer or vendor code. It would be really helpful if this could be added as a field to enable us review the origin amounts, sales tax amounts & sales tax codes by customer/vendor. We are currently having to work around this by running additional reports and merging the two using the voucher ref.