Kristen Hosman’s Dynamics 365 Business Central Blog

You can copy your tax setup from one Dynamics 365 Business Central company to another using the Copy Tax Setup task. Just search for Copy Tax Setup and select the task associated with this. Select the from company and wither you want to copy all the setup or select specific setup and then select OK.  Right now, you can only copy from companies within the same tenant ID. ------ 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

Sometimes you need to undo an entire posted journal. Whether it was posted in error, or the wrong dimensions or dates were used you can reverse all the entries in a G/L Register at once.  Key Points Only registers created from posting journals can be reversed this way. You cannon reverse registers that result from other modules like sales or purchasing. If the register includes entries linked to other documents or modules, you may need to handle those separately.  The reversal will automatically balance all entries. Reversals post on the original posting date of the entries. How to Reverse a G/L Register Go to the G/L Resters page. Find the register and click to select the line. Choose Reverse > Reverse Register from the action bar. Confirm that the reverse was completed by looking at the General Ledger Entries page. You will also see a new line in the G/L Registers page that shows the Source Code as REVERSAL. ------ Kristen Hosman is a Microsoft MVP in Denver. She works wi...

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Client: We are unable to process invoices that go over the PO amount. Is there a way to have the system accept up to 5% over the amount of the purchase order? We are currently reopening and changing the purchase orders at each instance. 1. Create Over Receipt Code: Use the Tell Me search feature by pressing ALT+Q, then type "Over receipt" and select "Over-Receipt Codes" from the list. This will bring up the page where you can manage over receipt settings. 2. Create Over Receipt Code: On the Over-Receipt Codes page, you can create new codes that define the percentage tolerance for over-receiving. For example, create one code for a 5%. The code will specify how much more than the ordered quantity can be received. Optional Approval Workflow: If you want to require approval for over-receiving, you can check the "Approval required" checkbox on the Over Receipt Codes page. This will enforce a workflow where excessive receipts must be approved before they can be...

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...