Introduction

During a recent training session with a client transitioning from Dynamics GP, a question came up regarding batch posting.

In Dynamics GP, it’s possible to use the batch’s “Posting Date” as the posting date for all transactions within the batch. The client wanted to know if this same functionality is available in Business Central.

In this post, I’ll walk you through how to achieve this in Business Central.

Dynamics GP Batch Setting

The setting the client is referring to is configured in the “Posting Setup” window in Dynamics GP as shown below:

Here, you can configure, on a ledger and per-transaction type (origin) basis, whether the system should use the posting date from the individual transaction or the batch when posting transactions.

Business Central “Post Batch” Feature

In Business Central, when posting multiple Sales or Purchase Invoices, you can control which date the system uses as the “Posting Date” through the following option.

See below, I can select multiple Purchase Invoices and select “Post > Post Batch”

And then enter the Posting Date you wish the system to use for each of your Purchase Invoices:

Let’s walkthrough an example with Purchase Invoices

Let’s say you have the two Purchase Invoices shown below, each with a different posting date in September, but you want both to be posted using a Posting Date of September 30, 2024:

First, you select both Purchase Invoices in the Purchase Invoice list page, choose “Post > Post Batch,” and choose to replace the Posting Date as shown below.

Now when I view the Purchase Invoices I can see both invoices have a Posting Date of 30/09/2024

Conclusion

This post shows how you can batch post Sales or Purchase Invoices using a single Posting Date, replicating the functionality available in Dynamics GP.

Thanks for reading!