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Reverse Register: reverse a posted G/L batch in Business Central

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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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EVENT: Academy Training at Community Summit Happening

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Make the most of your #MySummitNA experience with hands-on learning designed for real-world impact. I will be leading a full-day workshop at Community Summit North America focused on helping end users confidently transition from Dynamics GP to Business Central. đź—“ Sunday, October 19, 2025 đź“Ť Gaylord Palms Resort | Kissimmee, FL đź’° $1,000 🎓 Earn 8 CPE credits Whether you're in accounting, operations, or IT, this workshop is designed to give you the tools, clarity, and confidence you need to plan your transition without the stress. đź”— Register here: https://buff.ly/8paFT6z Seats are limited and a separate #SummitNA registration is required — don't wait!
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Over-Receipt Code for Purchase Orders

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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...
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Account Card: Reconciliation Account Dynamics 365 Business Central

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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
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Fixed Asset Setup for Dynamics 365 Business Central

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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...
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Reversing a posted journal entry in Dynamics 365 Business Central

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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
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Financial report: balance sheet row definition in Dynamics 365 Business Central

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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...
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