Accounts payable | Dynamics.FO - F&O Documentation and References

Update the invoice quantities to match product receipt quantities in workflow

This feature lets you update Invoice quantities so that they match the value in the Product receipt quantity to match field, for invoices that are in workflow.

Update 1099 information for multiple vendors

This feature updates the process for changing the value in the 1099 box on vendor records and the process for updating transactions with the 1099 box information for multiple vendors in a single st

Update 1099 information by main account

Public sector - This feature lets you associate the 1099 values for a vendor by the main account in the accounting distribution, rather than the default account on the vendor record.

Skip validation of Customer invoice journal while posted invoice with the intercompany supplying

Skip validation of Customer invoice journal while posted invoice with the intercompany supplying in BR

Restrict ability to edit accounting distribution on Accounts payable vendor invoices

This feature lets you complete invoice matching among financial dimensions, project IDs, and categories.

Process automation – additional support added for modifying query filters

This feature lets you add additional tables and filters to process automation queries that are used when you create or edit series or individual occurrences of the process.

Notification of prepayment invoices marked for settlement

This feature generates a notification when related prepayment invoices that are marked for settlement exist. This notification will happen when the final invoice is created.

Maintain vendor bank information using vendor collaboration workspace

This feature lets vendors use the Vendor collaboration workspace to enter information that their customers will use for electronic payments.

Lock financial dimensions on invoice lines on vendor prepayment invoice

When a vendor prepayment is created, the financial dimensions of the prepayment invoice are copied from purchase order header.

ISO20022 Include processed payments count to payment EndToEndId.

Includes processed payment count to payment's EndToEndId for ISO20022 Credit Transfer bank documents.

Improve performance when copying charges to vendor invoice lines

This feature speeds up the copying of charges from purchase order lines to vendor invoice lines.

Improve the performance of purchase update history cleanup for vendor invoices

This feature speeds up the purchase history cleanup process. Improving the performance of this process helps save time for the accounts payable clerks and managers.

Enable vendor collaboration certification management

Allow collaboration vendors to add, edit or remove certifications related to their company.

Enable credit invoicing for vendor invoices

This feature enables credit invoicing functionality for vendor invoices

Create invoice lines based on the quantity option parameter

This feature adds parameters in Accounts Payable that lets the system automatically generate invoice lines that are associated with existing purchase orders or product receipts.

Allow filtering the Tax 1099 detail report by reporting year

This feature lets you filter the Tax 1099 detail report by the reporting year.

Apply changes to 1099 forms for 2021

This feature will add new 1099 fields for the 2021 1099-DIV, 1099-NEC, 1099-MISC forms. Enabling the feature ensures compliance with the 2021 IRS requirements.

Attachments button on the Pending invoices journal form

This feature enables a header attachments button on Pending invoices page to let users attach or view attachments to invoices

Block posting and submission of vendor invoices to workflow

This feature lets you prevent a vendor invoice from being posted or submitted to the workflow process.

Adjust posting date automatically during invoice posting.

Sometimes, a vendor invoice can be in a pending status for some time, even extending beyond the closing date for the period.

Add lines to PO invoices associated with a purchase agreement

Public Sector - This feature lets you add lines to a generated purchase order invoice prior to posting.

Add date option for generating the Accrued purchases excluding the sales tax report

This features adds an option to select a date that affects the information that’s included on the Accrued purchases excluding sales tax report.

1099-DIV reporting options

This feature lets you specify how the total ordinary dividends amounts will be reported for 1099-DIV processing.

1099 statements updated for 2020 tax law

This feature updates the process for printing the 1099-MISC, 1099-NEC, and 1099-OID forms for 2020 to ensure compliance with current tax law.

(Norway) Payment proposal dimension control improvement

This update enables advanced grouping logic which allows to combine transactions with different offset accounts in the original document and different types of origins in the payment proposal accordin