Kristen Hosman’s Dynamics 365 Business Central Blog

Scenario User posted a cash receipt with the wrong posting date.  Issue The issue here is that the allow posting to/from settings in the general ledger setup window wasn't setup, so a user was allowed to post into the future.  Below shows what the cash receipts journal showed.  And the message the user got when posting that they clicked yes on. Resolution Navigate to the Detailed Customer Ledger Entries page and filter or search for the payment. Select the line for the payment.  If you try to Unapply Entries from the Detailed Customer Ledger Entries page, you will be welcomed with this message. Stupid I know that you can't unapply this way.  Instead click on Find entries on the action bar. Then click on the Detailed Cus. Ledg. Entry line to open the Detailed Customer Ledger Entries page. Select the Application line and then select Unapply Entries on the action bar. Click Unapply then OK. Next go back to the Find Entries page and select the Bank Account Ledger Entries or just se

Like many other Microsoft products, there are several ways to accomplish a task. I was asked today by a client how to enter customer payments into Dynamics 365 Business Central (BC) and typically I would say a Cash Receipt Journal or a Bank Deposit, however I recently learned about the Register Customer Payments functionality and moving forward this will be my go-to process for entering customer payments into BC.  If you'd like to learn about the Cash Receipts Journal and Bank Deposit methods check out these two blogs: Creating a Bank Deposit in Microsoft Dynamics 365 Business Central Cash receipts journal vs bank deposit in Microsoft Dynamics 365 Business Central Now moving forward with the Register Customer Payments method.  Search for Register Customer Payments and make sure to bookmark it for quicker access in the future.  If it's the first time opening this in your company, you will be welcomed with the Payment Registration Setup window. You will need to make sure you'