Dynamics 365 Finance

I suggest implementing a feature that allows users to review the PDF of an invoice and compare it directly with the corresponding vendor invoice journal.

This functionality would enable users to access the invoice journal, view the captured data, and cross-check it against manually attached PDF files. Such a feature would streamline the validation process and improve accuracy in invoice handling.

Comparison Interface:

• Provide a side-by-side view of the attached invoice PDF document. On Vendor Invoice Journal Form.

This feature would be extremely useful for Accounts Payable (AP) teams across companies using Dynamics, and it aligns with functionalities already available in other areas of the system.

The system presents an issue when attempting to set default addresses for a customer with multiple purposes (such as Delivery and Invoice). Even after selecting new addresses for each purpose and confirming the changes, only one of the default addresses is actually updated. This prevents multiple default addresses from being assigned simultaneously,.

Currently importing a json file via ER that includes a boolean value fails with error "Data type "Boolean" is not supported in Json input files (component "XX")."

Therefore this prevents any use case of ER for json imports, because any appearence of a boolean value would result in import failure.

Users need an enhancement in the AP and AR modules foreign currency revaluation similar to the "Enhancements to bank foreign currency revaluation" feature in Cash and bank management module.

Reason: The current revaluation process evaluates each transaction individually, making it difficult to track and resulting in lengthy reports. The detailed nature of the system leads to long reports, making it hard to extract insights quickly.

Proposed enhancement: Implement a feature to process foreign currency revaluation on the balance of each customer or vendor account.

Out-of-the-box: External (item number) field is available PO details (line level) but not in Vendor invoice details (line level).

With the field External, the finance team is more efficient in making a comparison with the invoices received from suppliers. On the supplier's invoice, the external item number is often mentioned hence updating vendor invoice lines (when needed) is more efficient if the info were to be available.

IDEA to add the External (item number) field to the Vendor invoice / lines overview & include the External (item number) field to the "Open in Excel" option from the Vendor invoice form.

Message 'Changing company accounts to:' appears in 'Work items assigned to me' after opening any task where Association field is empty.

This started happening a couple a versions ago, confusing users who only have and work in one legal entity.

Message needs to be removed if there is only company in existence.

The column 'journal' in voucher transactions is part of the posting journals functionality (for BE localization). 

The column only appears in legal entities with their primary address in Belgium. 

In legal entities with a primary address that is not in Belgium this column is not visible.

The 'journal' column is a useful reporting filter, that indicates the journal type such as bank, stat, etc.

It is a useful filter to have in all countries.

We would like the functionality posting journals to be expanded to other localizations as well.

The functionality "Summarize amounts in bank account" is currently not available for "Customer settle bills of exchange" type of journals.

It would be useful to have it, so when the settlement is done for bills of exchange, only one transaction as displayed in the bank account transactions.

Adding a field through personalization while creating a line in a General Journal duplicates the current line...

The fact that a line is duplicated could lead to an unwanted data posted in the system. This means that a reversal entry should be entered manually as long as the user notices it.

A personalization, even though it is done during the data entry, must not have impact on the data.

When the check credit limit is set to warning the credit and collections manager wants to receive an alert once the invoice has been posted.

Need to create an alert for Customer Exceeds credit limit.