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Julia Simpson HSO Senior Application Consultant

Julia Simpson

Joined: 10/27/2022

  • Collection Status in Payment Proposal

    Wed, 04 Apr 2018 08:47:39 GMT – Dynamics 365 Finance – Needs Votes 

    Bring in the Collection Status from the Aged Balances/Credit & Collection Module into the AR Payment Proposal. Would also be useful if when generating a Payment Proposal that you could filter on the Collection Status.

  • Group Report Export to Excel

    Tue, 08 May 2018 09:56:32 GMT – Dynamics 365 Finance – Needs Votes 

    In 2012 we used to be able to generate group reports and view them within the browser with the nice box view (you could click on the box and drill into that report). The Group reports also allowed you to generate multiple reports to excel. Would be good to have this function back. Most companies have multiple reports that make up their month end pack and the ability to send them all (even if its just Financial level) to excel rather then go into each one and export would be a huge time saver.

  • Invoice & Tax Total on Pending Invoice Header

    Mon, 25 Jun 2018 10:31:53 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    It would be nice to have the Vendor Invoice Total (maybe also VAT total) on the Vendor Header with some validations. The idea would be that Pending Invoices that are migrated in (especially from an OCR solution) have the Invoice Total at the minimum (also the VAT total is quite common). Whilst Dynamics doesn't have to use those totals when posting, it would be good to have them on the header so that users can reference the matched lines to ensure that what has been matched is validated against the OCR/scanned/migrated invoice total. Validation could also be brought in so that if the D365 total and the Migrated/Scanned total don't match then it won't post.

  • Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation

    Mon, 13 Aug 2018 14:42:17 GMT – Dynamics 365 Finance and Operations Cross-Apps – Needs Votes 

    When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Employee Expense Reports. Having to withdraw the Invoice, change the dimensions and resubmit through the workflow can take a lot of time, especially if the workflow is quite complex, this process could be missed if the invoice is not able to be submitted without valid dimension/account combination.

  • Invoice Approval Mobile Workspace

    Wed, 19 Sep 2018 15:12:01 GMT – Dynamics 365 Finance – New 

    Workflow History or at least the Latest Comment should be visible when approving an invoice through the Mobile Workspace

  • Expense Mobile Workspace - Quick Entry Expense

    Wed, 19 Sep 2018 15:24:38 GMT – Dynamics 365 Project Operations – Needs Votes 

    Allow users to enter the Project on the Quick Entry - Capture an Expense Option. Users when travelling may work on multiple projects and as such trying to remember the project detail at the end of the period when entering a report can lead to errors. If the Project FIeld was available in the Quick Entry it would make user life simplier.

  • Reverse Transactions to a Period

    Thu, 28 Nov 2019 15:55:51 GMT – Dynamics 365 Finance – Needs Votes 

    The Reverse Transaction Tickbox allows a user to select a date to reverse to. A lot of our clients work off periods - especially in Retail where they don't use Calendar Months. It would be lovely to have a parameter or control somewhere that could allow users to choose if they reverse Journals to a Period (and would automatically post to the first date in that period) or a Date.