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Dynamics 365 Business Central – Removing access to pages such as the Chart of Accounts Page
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… Read more
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Dynamics 365 Business Central – How to add a Shared Mailbox in the Microsoft 365 Admin Centre and Business Central
Introduction Business Central provides users with the ability to email from a Shared Mailbox. For example, if you want to email all Sales Invoices from the generic email address “AccountsReceiveable@CompanyName.com” rather than an individuals email address. This blog walks through the steps to add a Shared Mailbox in the Microsoft 365 Admin Centre called “Accounts… Read more
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Dynamics 365 Business Central – Write off overpayments and underpayments using Payment Tolerance
Introduction There may be occasions when customers overpay or underpay a particular invoice, and you’d like to write off the amount rather than leave it on their account. In this blog, I’ll walk through how you can automatically write off amounts when entering Cash Receipts using a Payment Tolerance. First, I’ll explain an underpayment write-off,… Read more
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Dynamics 365 Business Central – Message “Date is not valid” running Depreciation in Fixed Assets module
Introduction A client reported the error “Date is not valid” when running Depreciation on their Fixed Assets register and as it took a little while for me to find the solution I thought I’d share 🙂 The Error The client had been running depreciation without issues when they suddenly started receiving the error below: I… Read more
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Dynamics 365 Business Central- How to Reverse a Journal on a different date using the Posted General Journal Page
Introduction When you reverse a journal entry using the standard “Reverse” feature there’s no option to change the posting date. By default the journal will automatically reverse on the same date as the original journal postings. This isn’t ideal if you have closed the period and want the reversal to post into a different period.… Read more
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