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Peik Tin Lim

Peik Tin Lim

Joined: 8/2/2021

  • Vendor/Ledger Reconciliation Report - Improvement to include Opening Balance

    Mon, 02 Aug 2021 06:36:36 GMT – Dynamics 365 Finance – Needs Votes 

    Current report only cater for transaction posted for date range in report selection and opening balance will not include in the report. The current report look like transaction movement report in details or summary instead of reconciliation. As a good reconciliation report to GL, it should be able users to match the closing balance as in Trial Balance without extra works needed.

  • Credit Limit Adjustment Journal Should Be Editable Once Workflow Being Recalled.

    Thu, 11 Sep 2025 07:15:43 GMT – Dynamics 365 Finance – New 

    As per Microsoft standard design of workflow, the journal should be able to be edited once submitter recalls the submission.


    However, we noticed credit limit adjustment journal is no way to edit at line level after being recalled.


    In summary, the workflow of credit limit adjustment should behave as per other workflows being designed by Microsoft