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Introduction A client reported that when reversing a large journal via the “Reverse” option in the “General Ledger Entries” page only part of their original General Journal was reversed? This stumped me and forced me to dig deeper into how the journal was posted. On investigation it seems the journal lines on the journal had…
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Introduction Within Dynamics 365 Business Central you have the ability to create Vendor Approval Workflows which can be triggered on certain conditions. I’ve found that although this is really cool functionality you get right out of the box, it does have a downside. The issue being if you use the standard Vendor Approval template as…
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Introduction This is another blog in a series I’ve been writing comparing functionality in Dynamics GP to Dynamics 365 Business Central. In this post I’ll compare how purchase holds work in both Dynamics GP and Dynamics 365 Business Central. Both products offer solutions for applying holds at a document and Vendor level, however there are…
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We had a user receive the message below when attempting to retrieve the VAT periods as part of the Making Tax Digital process. The full message reads “Not possible to retrieve VAT return periods. Reason from the HMRC server. The client and/or agent is not authorised” You can retrieve the full message by going to…
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Introduction When posting Purchase Invoices you can sometimes encounter the error “The Posting Date is not within your range of allowed posting dates” even though the Posting Date on the Invoice is within your allowed range. In this post I’ll briefly explain a method you can use to find out which Posting Date the system…
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Introduction Coming from a Dynamics GP background I initially found the exchange rate setup in Dynamics 365 Business Central a little confusing. In Dynamics GP you set an exchange rate, and then configure whether you wish the system to divide or multiple the foreign currency amount by that rate, to get the local currency amount,…
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Introduction Ever wondered why you have options to post to Vendors in a Sales Journal and Customers in a Purchase Journal? What do Documents and Journals have in common? How are Ledger entries and GL register created? In this post I’ll explain more about Financial Journals and Documents and hopefully unlock some of their secrets…
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Introduction In this post I’ve created a list of Dynamics GP tables and windows along with their Dynamics 365 Business Central counterparts. I’m hoping this will give any GP user venturing into BC a greater insight into how to navigate around Business Central and also which tables store the data. (I’ve included tables because us…
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Introduction Templates can be used to make adding static data quicker and easier however I found that after creating templates I was then forced to use one for any new customers or vendors I added. This post shows one way you can get around this. The Issue To highlight the issue when I click “New”…
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Introduction This post highlights a great way to pay multiple invoices, on multiple suppliers quickly and easily from the Vendor Ledger Entry page. Creating payments There are numerous ways to pay vendors quickly and easily in Dynamics 365 Business Central. You can do this manually by going directly to a payment journal and entering the…
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