Kristen Hosman’s Dynamics 365 Business Central Blog

When you select an account as a Reconciliation Account on the Account Card it allows you to “preview” the account balance before you post the entry you are previewing. For example, in the General Journal you can select Home > Reconcile and then the Reconciliation window will open. You will see I have several accounts marked as a Reconciliation Account and that is why there are many records showing.  This is a great feature for bank account and other accounts where you want to see what the balances will be after posting.  ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

Below is an overview of the setup and its purpose in the fixed asset process: FA Classes  – Defines the high-level classifications for fixed assets, such as Vehicles, Equipment, and Furniture, helping to organize assets into broad categories. You must create at least one fixed asset class during your setup. FA Subclasses  – Provides further categorization within FA Classes, adding more granularity (e.g., Heavy Equipment vs. Light Equipment), which can aid in reporting and management. FA Locations  – Lists the locations where fixed assets are physically stored or used, ensuring accurate asset tracking across different business sites. Depreciation Books  – Contains depreciation settings and methods, ensuring compliance with financial and tax reporting requirements. FA Posting Groups  – Defines how fixed asset transactions are mapped to the General Ledger, ensuring correct financial postings based on asset type. Fixed Asset (5600)  – A detailed register of fix...

Reversing a posted general journal entry is possible through the general ledger entries page in Microsoft Dynamics 365 Business Central.  Considerations before reversing: Are you allowed to post on the posting date? Is this a prior year entry? Have you already filed taxes for the year the entry will be reversed? Navigate to the General Ledger Entries page and search for the transaction you'd like to reverse Select the transaction you'd like to reverse Click on Home > Reverse Transaction Review and then click on Reverse ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

When setting up the chart of accounts I like to structure it with the same format that I like my balance sheet row definition to look like. In the example below you can see that I have things grouped together with begin and end totals. This is going to help me when I go to create the balance sheet row definition.  Financial Reporting Row Definition Let's start with creating a row definition. Follow these simple steps to complete this task.  Search for Row Definitions and select (Financial Report) Row Definitions  We're going to create a new row definition now so go ahead and click on +New Add the name and description for the new row Open the new record. From here we're going to select insert > Insert G/L Accounts and select only the balance sheet accounts.  Once you have the rows added now, we're going to work on cleaning up. There are several things here we're going to focus on.  a. Update the Total Type from Total Accounts to Formula b.  Add Totaling f...

If you review the Sent Emails and only see your emails, it's because the User Email View Policies is set to view own emails. Let's review the process of updating this.  Search for  User Email View Policies  and if you don't see it then you'll have to have your Business Central admin update for you or have your admin give you permissions to this page. Within the User Email View Policies page, the User ID '-' is the current user logged into the system.  You have four options to choose from: View own emails View all emails View if access to all related records View if access to any related records You can also add a New line for another user if you want to set up permissions by user. In the example below I'm going to set the current logged in user to view all emails. Now when I go to Sent Emails the user can see everything for all users. ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. ...

Sometimes I blog just so I don't forget something I learned, so this is one of those times. Special mention Brad Prendergast for his help on this one.  The Remittance Advice , Report ID 10083 has the full bank transit and bank account number shown. I wanted to figure out how to only show the last four digits of each since this report layout is emailed out when you do electronic payments.  Here's the solution: Create a custom layout for report 10083. Open the layout in Microsoft Report Builder. Right click on the field that you'd like to update and select Expression.  Update the text with the following: = "***"+Right( Cstr(Choose(4,Split(Cstr(ReportItems!values.Value),Chr(177)))) ,4) Save the layout and import into Custom Layouts within BC.  Select the custom layout as the default report in the Report Layout Selections page.    ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You ...