-
When posting a Purchase Invoice the description on the Vendor Ledger Entry defaults to the original unposted Invoice number. For example when I post the Invoice below: The Vendor Ledger Entries show the unposted Invoice number in the “Description” column: If you would like to have a specific description for the Purchase Invoice in the…
-
When performing a bank reconciliation in Business Central I tend to only ever reference a few of the fields on the reconciliation page however I’m often asked what others are used for and how they are calculated. As a consequence I’ve created the cheat sheet below which highlights what most of the fields are and…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
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…
-
Subscribe
Subscribed
Already have a WordPress.com account? Log in now.
thedynamicsexplorer.com 