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Mateja Mersnik

Mateja Mersnik

Joined: 12/7/2023

  • Enable option to dropdown into GL interim accounts open transactions and settle/post automatically at once via General journals

    Wed, 05 Jun 2024 13:51:04 GMT – Dynamics 365 Finance – Completed 

    Dear all,


    it would be very practical to enable option to dropdown into GL interim/balance sheet accounts open transactions, pick them up and post & settle them automatically all in one via general journals. There are numerous reasons and examples for this.


    Mentioned already exists on vendors or customers where we can pull, for example open vendor invoices and book & settle it with payments.


    Same we can do with for example GL repostings, write offs and etc. - booking and settling in one step.

    Please be so kind and review this request because Ledger settlements would be closed automatically, cleaner and much sooner.


    This options exists under general journal Functions - Settle transactions but it is grey for Ledger.


    Our work and daily challenges would definitely be easier and faster while doing balance sheet recon. This can work worldwide for all M365 users.


    Thank you in advance.


    Best regards,

    Mateja