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Jeffrey Newell Business Analyst - Financials

Jeffrey Newell

Joined: 6/3/2019

  • Window Grid View

    Thu, 06 Feb 2020 22:45:23 GMT – Dynamics GP – Rejected 

    When I click and drag Transactions > Purchasing > Purchase Order Entry window, the grid expands and shows me more lines in the grid. Please add this feature to "Select Purchase Order Items" window off of Receivings Transaction Entry and Enter/Match Invoice as well. Thanks!

  • Credit Memo On Check Stub

    Fri, 07 Feb 2020 14:20:28 GMT – Dynamics GP – Needs Votes 

    When a credit memo gets fully applied to an invoice, it does not show up on the check stub. It would be nice to have a setup flag that would show the credit memo and its total as a negative and also show the full invoice amount as if the credit has not been applied for clarity to those who receive the checks to be able to apply them in their systems as paid.

  • Bank Reconciliation Edit Reports

    Fri, 07 Feb 2020 22:51:00 GMT – Dynamics GP – Rejected 

    Transactions > Financial > Bank Deposits window has a Save and a Print button which prints a report that can serve as an “Edit List” before posting the transaction. This is close enough to the batch functionality that other parts of GP have even though bank reconciliation doesn’t use batches. Is there a way to add a print button to Transactions > Financial > Bank Transactions and Transactions > Financial > Bank Transfers windows to work in the same manner in the future? Thanks!

  • Auto-Assign Vendor ID's

    Sun, 09 Feb 2020 02:06:57 GMT – Dynamics GP – Rejected 

    There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!

  • Auto-Assign Customer ID's

    Sun, 09 Feb 2020 02:07:38 GMT – Dynamics GP – Rejected 

    There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!

  • Auto-Assign Item Numbers

    Sun, 09 Feb 2020 02:08:22 GMT – Dynamics GP – Rejected 

    There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!

  • Copy Fixed Asset Information

    Sun, 09 Feb 2020 02:11:28 GMT – Dynamics GP – Completed 

    A copy button added like inventory items have would be nice!

  • Item Combiner Utility

    Sun, 09 Feb 2020 02:20:31 GMT – Dynamics GP – Completed 

    Would be nice to have a utility for items to combine or modify like there are for vendor and customers.

  • Copy GL Account

    Sun, 09 Feb 2020 02:29:33 GMT – Dynamics GP – Needs Votes 

    Would be nice to copy a GL account setup like inventory item.

  • Deduction & Benefit Enhancement

    Sun, 09 Feb 2020 17:34:54 GMT – Dynamics GP – Rejected 

    It would be nice to have a deduction history window like pay code history so you can see the previous amounts when needed. It would also be nice to use effective dates for deductions so you can make a change now that will take effect in the future based on build check date range. Same for benefits.