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Include general journal settlements in Polish payment terms report

2025 Release Wave 2 · Electronic Reporting

Score 60/100 · MediumImpact MediumSwiss relevance NoneReleased

dX365³ Analysis

Our interpretation — not a Microsoft statement

This feature has been detected on the release plan but not analysed yet. The analysis is generated with the next radar run.

Microsoft information

Quoted from the release plan

This feature enhances the accuracy and flexibility of the payment terms in the Commercial Transactions Report for Polish legal entities by addressing a key limitation in how settled transactions are evaluated. By extending support to include General Journal settlements, the solution now reflects a more complete and realistic view of payment behavior, improving compliance with local reporting obligations and reducing the need for manual adjustments.

This update introduces a new parameter to the payment terms in the Commercial Transactions Report. The enhancement ensures broader coverage of real-world accounting practices by including additional transaction types in the report logic: - Expanded settlement logic: The report now considers transactions with LedgerTransType::GeneralJournal in addition to the previously supported LedgerTransType::Payment and LedgerTransType::None. - Improved accuracy: Reflects a more comprehensive set of settled invoices, especially for organizations that record payments through daily journals rather than payment journals. - Regulatory compliance: Supports the legal requirement for submitting annual reports on payment terms in commercial transactions to Polish tax authorities. This improvement ensures that the report aligns more closely with actual business practices in Poland, reducing reporting gaps and enhancing data reliability.

Change history

Differences detected between scans

  • added12 Aug 2026

    Microsoft added this feature to the Dynamics 365 Finance release plan.

    Released
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