Microsoft Link
Here is the link from Microsoft for the 10.0.36 release
Feature Management Analysis
| Feature Management Title | Feature Management Description | Microsoft Learn Link | Release Status |
| Advanced bank reconciliation improvement: enable group conditions in reconciliation matching rules | When this feature is enabled, in advanced bank reconciliation, grouping conditions will be available in the reconciliation matching rules setup for user to match bank statement lines with bank documents in a many to many way. | Link | New Feature |
| Allow ER destinations adjustment at runtime (Phase 2) | Enable this feature to allow manual changing of default Electronic reporting (ER) destinations right before reports running (Phase 2). | Link | New Feature |
| Automatic importing bank statement from SharePoint folder | This feature enables importing bank statement files from SharePoint folder and allows user to set up recurrence rules to import the files periodically. | Link | New Feature |
| Business performance analytics shortcut | Turns on a shortcut to navigate to business performance analytics (preview) from the Dynamics 365 Finance and Operations homepage | Link | On by Default |
| Enable cheque number validation | This feature enables a new parameter “Allow check number validation” in cash and bank management to validate check number when user generates payment. With the parameter turned on, firstly, it will validate if check number exceeds the defined interval with last check number. Users can set up the check number interval. If the check number exceeds the defined interval with last check number, user needs to confirm before proceeding to avoid entering wrong check number manually. Secondly, it will validate if there is any character in the check number. | Link | New Feature |
| Enhancements to bank foreign currency revaluation | Prior to this feature, the bank foreign currency revaluation process considered every financial dimension value when calculating the gain or loss. This feature will allow your organization to select to use all or none of the financial dimensions when calculating the gain or loss. In addition, this feature will change the calculation logic. The calculation will first calculate the balance of the bank account, either with all financial dimensions or no financial dimensions, and then calculate the unrealized gain or loss per ledger account. IMPORTANT: After enabling this feature, it can’t be disabled. | Link | New Feature |
| Generate customer and supplier payments from bank statement and reconciliation | This feature provides feature enhancement on bank statement and reconciliation worksheet. User can generate and post customer and vendor payment journals from selected bank statement lines directly. The posted customer and vendor payment journals will be automatically matched with the original bank statement lines. | Link | New Feature |
| Post foreign currency realised gains/losses for ledger settlements | This feature will calculate and post foreign currency realized gains and realized losses for ledger settlements when the reporting currency values of the debits and credits differ. We recommend settling all marked transactions before enabling this feature. When the feature is enabled, all marked transactions for all legal entities will be unmarked automatically. | Link | New Feature |
| Purchase ledger/ sales ledger foreign currency revaluation performance improvement by splitting into even batches | This feature further enhances the performance improvement on top of feature “Foreign Currency Revaluation performance Improvements” by splitting into even batches to avoid some batches containing a large amount of data from a certain vendor or customer. | New Feature | |
| Use the time zone option on bank statement import form for BAI2 format bank statement id generation | if a bank statement format uses time stamp to generate bank statement id, this feature will use the time zone option on bank statement import form instead of user option. | New Feature | |
| Consistency check for Tax trans general journal account entry association for Bank exchange rate | Enable this feature to use the consistency check for Bank exchange rate. | New Feature | |
| Electronic reporting globalization feature JSON import/export | This feature enables the JSON import/export function for Electronic reporting globalization features. It allows users to import new features from JSON files and export their features into JSON files for storage and transfer purposes. | Link | Preview Feature |
| Cash flow sales tax authority payments | This feature predicts sales tax authority payments. It uses unpaid sales tax transactions, tax settlement periods, and the tax period payment term to predict the cash flow payment date and amount. | Link | On By Default |
| Date of VAT register filling: new calculation choice | A new option “Customize” is added to the Date of VAT register filing enum. With this option, the Date of VAT register can be calculated based on either posting date or document date. The date of VAT register will be determined by adding a number of periods (Day, Month, or Year) to the posting date or document date. | On by Default | |
| Enable delayed tax calculation on journal | The feature will enable delayed tax calculation on journal. It solves the performance issue when there are lots of lines in one journal. You can override the parameter on journal name or journal header to disable the real time sales tax calculation when user updates sales tax group/item sales tax group at journal line level. Sales tax amount will be calculated when user clicks “sales tax” or posts the journal. | Link | On by Default |
| Enable reverse charge mechanism for VAT/GST scheme | The feature enables the reverse charge functionality for countries/regions that adopt the VAT or GST schemes. | Link | On By default |
| Populate financial dimensions to the realized currency adjustment profits/loss accounts for sales tax settlement | Activate this feature to populate financial dimensions from sales tax transactions to the realized currency adjustment profits/loss accounts for sales tax settlement. Make sure the feature ‘Sales tax payment performance improvement’ is disabled, as the ledgers posted to the realized currency adjustment profits/loss accounts cannot be aggregated. | On By Default | |
| Project invoice proposal performance enhancement feature | Enabling this option will improve the performance of the invoice proposal process by identifying subprojects with invoiceable transactions prior to executing complex queries. | Link | On By Default |
| Enable project resource scheduling performance enhancement feature | Enabling this option will increase the performance of the project resource scheduling feature. After enabling this feature, please populate the project resource data by running the ‘Populate project resources across all companies’ batch job. | Link | On By Default |
| Inherit Empty tax base for outgoing tax flag in all sales tax transactions for vendor invoice journal with multiple lines when reverse charge rules are applied | Enable the feature to ensure that the Empty tax base for outgoing tax flag is populated in all sales tax transactions created for a vendor invoice journal with multiple lines according to the reverse charge rules applied to the journal. | On By Default | |
| Enable to make sure posted project transactions have correct invoice status based on contract billing rule setup. | Enabling this feature will fix the wrong invoice status display when there is billing rule configuration change that could incorrectly change the invoice status. This will ensure the posted project transaction form and invoice proposal process gets the correct transaction invoice status based on the contract billing rule that applies to the specific transactions. | On By Default | |
| Use batch processing to update accounts for interest distribution | This feature lets you create a batch process to speed up the process of distributing interest. The batch process pre-processes interest-related accounts based on current rules during a daily batch job, instead of during the calculation of interest distribution. | Link | On By Default |
| Awareness between ledger settlement and year-end close | When you enable this feature, two primary changes will be made to ensure a tighter dependency between the ledger settlement and year-end close processes. First, ledger settled transactions will be excluded from the Opening balances of the next fiscal year when running the year-end close. This will ensure that only unsettled beginning balance transactions are eligible for foreign currency revaluation in the next fiscal year. Because ledger settled transactions are excluded from the year-end close, ledger settlement can’t be done across different main accounts, or across fiscal years. Second, this feature also provides the option to keep transaction details in the Opening balances for balance sheet accounts identified for ledger settlement in General ledger parameters. If selecting to maintain detail for a main account, the unsettled transactions remain in the fiscal year being closed. A copy of each detailed, unsettled transactions will be created as a beginning balance transaction in the new fiscal year. Information such as the ledger accounts, amounts, and description will be copied to the new detailed transactions and posted as Opening balances. Please read the attached documentation for information on best practices for enabling this feature. We recommend settling all marked transactions before enabling this feature. When the feature is enabled, all marked transactions for all legal entities will be unmarked automatically. | Link | On By Default |
| Customer aging performance enhancement with customer pools | The feature speeds up the process of aging customer accounts with many transactions. This feature allows customer pools to be used with this performance enhancement. | Link | On By Default |
| Enable consumption of “Original document is credit note” property from tax transaction in VAT declaration reporting | This feature enables consumption of “Original document is credit note” (IsOriginalDocumentCreditNote) field from TaxTrans_Reporting table by TaxTransDeclarationDetailsView.IsCreditNote used in VAT declarations. “Original document is credit note” field in TaxTrans_Reporting table is calculated and stored during sales tax transaction posting. It utilizes exiting methods to determine a credit note property based on the source document of tax transaction (e.g., CustInvoiceJour.creditNote()). If there is no such method, or there is no original document for tax transaction, system applies a method to determine if tax transaction is a credit note or not based on the tax transaction properties like amount sign, tax direction, reverse charge criteria. To guarantee that IsCreditNote field in TaxTrans_Reporting table contains necessary for reporting data, we recommend running Program > General ledger > Sales tax > Consistency check for TaxTrans_Reporting (Modules > System administration > Periodic tasks > Database > Consistency check) for the reporting period you are going to generate VAT declaration. | Link | On By Default |
| Advanced address maintenance | This allows the user to delete unused historical addresses in the Manage addresses form. The address type selection is shown in a tab based format instead of a dropdown. | Link | On by Default |
| Financial tags | Financial tags are user-defined fields used to track additional information on accounting entries, necessary for analytics or processes that occur against the accounting entries. Up to 20 financial tags can be created to track information such as: Customers, Vendors, Projects, Purchase order numbers or a Payment reference. Financial tags should be considered as an alternative to creating financial dimensions in order to track data on the accounting entries. The feature “Allow edits to internal data on general ledger vouchers” is also enhanced to include the ability to edit financial tag values on posted transactions, while tracking the changes. | Link | On By Default |
| Cancel posted rebate provision with a posting date | Cancel posted rebate provision with a specified posting date and reverse the original transactions and documents. Note that those already posted rebate provision transactions before this feature enabled could only be reversed by generating opposite provision transactions with specific date and current deal setup. After this feature is enabled, newly posted rebate provision transactions could be fully reversed with a specific date regardless of current deal setup | On By Default | |
| Enhanced performance for source document accounting framework | We’ve added performance improvements to batch postings of source documents in order to run more efficiently. This feature initially will only affect free text invoice batch posting with more source documents to be supported in future releases. When this feature is enabled, batch posting is split into smaller units of work preventing system degradation and lessening the chance of issues due to database disconnections. Settlement, payment posting at time of invoice posting and localizations are not supported by this feature at this time. When the feature is enabled, posting free text invoices that are subject to settlement, payment posting and localizations will use the legacy posting process. | Link | On By Default |
| Accounting source explorer advanced filtering | Enabling this feature provides an advanced filtering option for the accounting source explorer. The advanced filter is a sysQuery based filter with the ability to filter on fields like ledger account, business unit, cost center, department etc | Link | On By Default |
| New voucher and date for new transactions in the advanced bank reconciliation bank statement | In advanced bank reconciliation, new bank statement transactions will get a new voucher number. For the default accounting date, users can select either the booking date of the bank statement line or the import date of the bank statement for the voucher. | On By Default | |
| Allow ER destinations adjustment at runtime | Enable this feature to allow manual changing of default Electronic reporting (ER) destinations right before reports running. | Link | On By Default |
| VAT Declaration – Include corrections | After enabling this feature and parameter in General ledger parameters / Include corrections, VAT declaration report includes all transactions corrections into original run of the report. | On By Default | |
| Ability to post detailed vendor and customer payments, but summarize amounts to bank account | Enabling this feature will allow an organization to post vendor and customer payments in separate vouchers but update the bank account in summary. New options are added to the journal name setup, allowing the flexibility to post payments in detail to the bank account for some journals but in summary for different journals. Payments included in the summarized amount posted to the bank account must exist in the same journal and have the same bank account, currency and transaction date. | On By Default | |
| Account structure activation performance enhancement | Enabling this feature will allow you to save time and update multiple ledger tasks faster by running them simultaneously during account structure change. You can track your activation status by clicking on ‘View activation status’. | Link | On By Default |
| Use percentage in parameter to calculate batch tasks for the customer aging snapshot | This feature provides the option to calculate the number of batch tasks for aging snapshot based on percentage of customers instead of one number. For example, if the percentage is set to 20, then each of the 5 batch tasks created will have 20 percent of the total number of customers to age. | Link | On By Default |
| Improve cards payment processing flow in customer payment | When this feature is enabled, it improves the processing flow of cards payment (such as debit card, credit card, gift card). Additional capabilities are provided to ensure reliable, monitorable and recoverable card payment process. | On By Default |
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