-
Improve settlement in general accounts transactions
In order to improve the settlement of general accounts transactions and the analysis of transactions settled together, the idea is to add two functionnalities : In "General ledger / inquiries and reports / trial balance - all transactions" 1) Add a check-box that enables to show only settled transactions (as the "show unsettled transactions only" button already exist) 2) In the transactions grid, add a number of settlement. This number will allow to see which transactions are settled together. -
Generate recurring invoices by using the default values from free text invoice template AND customer account
When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the customer account (if a financial dimension depend on the customer for example). To do so, the idea is to combine default values from the recurring invoice tempate and the customer account when generating recurring invoices. First look at values from the template and then add missing values from the customer account.
-
Print recurring invoices at posting
The idea is to use the print options when posting recurring invoices. From "Accounts receivable / Invoices / Recurring invoices / Post recurring invoices", you can only post the invoices. There are no print options. In ordre to print recurring invoices at the posting, here are 2 ideas : 1) In the screen "Accounts receivable / Invoices / Recurring invoices /Post recurring invoices", add the print options (with print management destination) when posting recurring invoice AND / OR 2) When you generate a recurring invoice, the invoice is visible from the screen "Accounts receivable / Invoices / All free text invoices" as not posted. However, from this screen, it's not possible to post these invoices. The "post" button is grayed out. By allowing to post these invoices from this screen, the print options will then be available. The recurring invoices could therefore be validated and printed at the same time.
-
Print applied filter in inquieries and report
The idea is to add the applied filters / criteria when printing a report in D365. Example : if I print the report "Transaction list by date" with the criteria fom date : 01-01-2020 to date : 31-12-2020, these criteria should be showed in the report printed.
You’re offline. This is a read only version of the page.
