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To be able to do payment per sales invoice line
There comes the need to be able to pay per sales invoice line as this functionality exist in only free text invoice.
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New functionality Financial Tags to be Included in Financial Reports (MR)
New functionality Financial Tags to be Included in Financial Reports (MR). So we can group or see the details in the MR.
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To be able to export with the form design to Microsoft Excel
Once the form design is changed by the user and exported to Excel (like grouping and freezing the columns), that would be nice to have the same design in the Exported Excel file.
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See the security of the Report
To be able to see the reports security options (roles, duties) as we can for the forms
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To be able to delete unpublished security object
There is a need to delete unpublished security object from the security forms.
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To be able to do payment per dimension
It is a common need to have the dimension auto according to the transactions dimension while generating a payment list or when to settle transactions through payment journal.
As an industry example;
A is an event company and its customer attends 2 different event and two invices are created. Event is a dimension.
Payment is done per event. First event is paid on due. User who settles transaction need to fill out the event dimension.
It would be good that it is defaulted through payment list generation and manual settlement in the payment journals.
User need the dimension on customer transaction while needs to see the balance over due by event.
Processes needed;
- A parameter to be added on the payment list generation to be split by dimension (and/or the dimensions to be used in split)
- When user manually settles , is defaulted on lines of payment but if there is more than one transaction selected with different dimension, user to be warned.
If dimension is left blank, system will create lots of settlement transaction by OOB.
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To be able to cancel invoice without item transactions
To be able to easily cancel a invoice with a button without any inventory transactions. Users usually do mistakes with to write down the date of the invoice. In this case we need to make a credit note. This causes inventory transactions to be reversed which invoice is not related to transaction qty but the cost. Would be good if user is able to cancel with one button. That would not be easy and may need some control on the costing.
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To see details on update voucher transaction audit
That woould be good if we can see these details when description is. updated on voucher transactions;
- What is the old version of the transaction description.
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