Dynamics 365 Business Central – How to setup and configure Postponed VAT in the UK

Gavin Whittaker2 Comments

Introduction

When you import goods into the UK, you have to pay VAT if the goods are over a certain amount. You can either pay this immediately, and then reclaim it later on your VAT return, or declare and recover on the same VAT return, using the postponed VAT method.

This post goes through how to setup Business Central if you use the Postponed VAT scheme. I’ll then post a journal to record the Postponed VAT and show it on the newly configured VAT statement.

VAT Product Posting Group

The first thing to do is to configure a new VAT Product Posting Group. I’ve created one below called “PVAFULL” with a description of “Postponed VAT”

VAT Posting Setup

I then add the new VAT Product Posting Group into the “VAT Posting Setup” as per below. The key thing to note is that is set as 100% VAT and the VAT Calculation Type is “FULL VAT”

VAT Statement Configuration

The final thing to do is to add the new combination to the VAT Statement so any transactions posted to the PVAFULL posting group are recorded on the VAT return.

With postponed VAT you both declare this in Box 1 of the VAT return as an amount due, and also in Box 4 as an amount owed.

Therefore the VAT Statement is configured as per below

In the first and second step I add the new VAT combination to the detail of the report, and then in the third and fourth steps I included the added lines in the Box 1 and Box 4 calculations.

Test by posting a Postponed VAT Journal

Now to test the configuration I’ll post a VAT only journal for Postponed VAT as per below

This gives the following GL entries which give a net effect of nil in the GL.

We also get the following VAT entry which is picked up the VAT statement.

Now when I test the VAT Statement I can see the £1000.00 amount appearing in both Box 1 and Box 4 and the amount owing to HMRC in Box 5 is £0.00

Conclusion

I hope this post helps anyone who needs to configure Business Central to work with Postponed VAT. As always please ensure you test thoroughly before implementing and then submitting the VAT return.

Thanks for reading!

Need help with Business Central? Contact me

Dynamics 365 Business Central – View all Sent Emails by modifying Email Policies

Gavin WhittakerLeave a comment

Introduction

By default, users can only see their own sent emails via the Sent Emails page, however there may be a requirement for some users to view all emails that have been sent in Business Central. In this post, I’ll go through how this can be achieved via the “User Email View Policies” page.

Sent Emails

When you open the “Sent Emails” page, you will only see what emails you have sent. For example, if I open the Sent Emails page as my admin user, the page is blank.

Email Policies

If you search “User Email View Policies” you can change the permissions to Sent Emails on a user by user basis.

I therefore change this for my ADMIN user to “View all emails”

Now, when I go back to “Sent Emails” page, I can see all emails that have been sent via Business Central.

Problem solved :). Now my admin user can see all emails sent from Business Central.

Thanks for reading!

Need help with Business Central? Contact me

Dynamics 365 Business Central – Removing access to pages such as the Chart of Accounts Page

Gavin WhittakerLeave a comment

Introduction

There might be instances where you want to remove a users access to certain pages in Business Central. This blog walks through how to achieve this by creating a new permission set and utilising the “exclude” feature, using the Chart of Accounts page as an example.

The User

The user below has been configured with a standard full access permission set, which is fine, however I want to remove the permission to the Chart of Accounts page.

I therefore go to “Permissions set” and create a new permission called “FULL ACCESS NO COA” as per below

I then add the old D365 BUS PREMIUM permission set to this, and exclude the Chart of Accounts page

Finally, I go back to the User page and remove the “D365 BUS PREMIUM” permission set and replace with the newly created “FULL ACCESS NO COA” permission set

Now the user can no longer see or search for the “Chart of Accounts” page

Conclusion

This is an easy way to remove access to certain pages in Business Central. Hopefully it will help someone in the future.

Thanks for reading!

Need help with Business Central. Contact us