Ciaran McGuirk Solution Architect

The current design of the workflows in the Asset Leasing module is not ideal. Users cannot review the financial data in the schedules (to see if they have set up a new lease accurately) before they submit it to workflow for approval. A potential workaround would have been to turn off the asset lease workflow and set up a workflow on the Initial Recognition journal, as this would mean they can check all the schedules are correct before any journals are posted. However, there are no workflows available for this type of journal, and the only Asset Leasing journal that can currently support a journal workflow is the Supplier Invoice journal.

Therefore, this request is for a new workflow to be created for Journal Names where the Journal Type=Asset Leasing

The cash & bank foreign currency revaluation process does not give the user any options for deciding whether to include financial dimensions in the GL voucher. This can lead to a voucher with a lot of lines, depending on how the account structures have been configured.

Even if the account structure is changed for the bank accounts, so that the dimensions are not required, the old transactions will still be there, causing balances per dimension value, so the vouchers will always have a lot of lines. This can currently only be resolved by either:

1. Posting correcting transactions in the bank account to reverse the current financial dimension balances, and then new transactions posted so that the bank account balances are still correct. (this is a difficult & risky solution).
2. Opening new bank account records in D365 and closing the old ones (after introducing the new account structure)

For sales & purchase ledger revaluation processes, there is a 'Dimension' parameter where one of the options is 'None'. Having a similar parameter on cash & bank revaluation would give the option of a much simpler voucher posting without having to do any workarounds.