Suggest a new Idea

  • 16

    Bank statement reconciliation report

    Suggested by Annaick BoudinLaunched 3
    Category: Financial Management

    Advanced bank reconciliation has been designed but no bank statement report provides clear information.

    Bank statement report is required base on cutoff date. This report should have option to detail

    * reconciled transactions

    * Un-reconciled transactions

    Customer should be able to have a statement at date of what is in his bank account for Audit, cash management, management decision.

  • 4

    Subscription invoicing

    Suggested by Kenneth Kryger GramUnder Review 0
    Category: Sales

    Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

  • 3

    Menu Guide

    Suggested by KENNETH KELLYNew 0
    Category: Other

    During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?”  After searching high and low we discovered there isn’t anything set up currently.  Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place.  But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating. 

  • 2

    Management reporter: Import Excel file

    Suggested by Olivier SAROLÉANew 0
    Category: Financial Management

    It should be interesting the add the import Excel functionality in Management reporter as it existed in the previous versions of AX.

  • 1

    Have a 3 Check Per Page option for printing checks

    Suggested by Jennifer ReinhardtNew 0
    Category: Financial Management

    Many customer require their vendors to implement sustainable practices, such removing wasted paper...we would like to see an option to bring check/check/check so we have an option that doesn't require a stub.

  • 1

    Make Package Tracking No a hyperlink when related (Shipping) Agent has Internet Address

    Suggested by Tammy TorgersonNew 0
    Category: Sales

    Set up a Shipping Agent with the Internet Address specified.

    Create a Sales Order. Enter lines. Open the Shipping and Billing fast tab and Show more. For the Agent, choose one of the shipping agents which includes the internet address. For the Package Tracking No. fill in the tracking number.

    The request/suggestion is to in some way provide a hyperlink or method for opening the internet page for the shipping agent and supplying the package tracking number so that the query of the tracking is expedited.

  • 1

    Allow blocked items to be hidden in item lookups

    Suggested by Jennifer ReinhardtNew 1
    Category: Inventory

    Customers could have thousands of items with some "blocked" when they are no longer used. However, those blocked items still show up in lookups when adding items to Sales Invoices which makes the list of items much longer and causes confusion as to what items are actually available. We should either not show "blocked" items since they can't be used or allow the option to hide blocked items from the Inventory look up.

  • 1

    Change or Choose Financials URL- requested feature

    Suggested by JF RobidasNew 1
    Category: Other

    Hi, like we can do on Dynamics 365 Entreprise, I think it's a good idea to offert the option to choose the URL we want for the Financials tenant.  When we sign in to try it, the system take by default the default Office 365 domain, if it's not the desired domain we can't change it.

     

    Same if have to seperate on company to the other, we can't change the URL.

     

    Please looking to add this option.

  • 1

    Delete Customers

    Suggested by KENNETH KELLYNew 1
    Category: Data Migrations

    When setting up the CRM connector a number of customers were populated into Financials.  There are ways to export/import those records and change them, but no way to delete the records.