Kristen Hosman’s Dynamics 365 Business Central Blog

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...

There is a concept in Dynamics 365 Business Central called Standard Journals, which allow you to set up predefined entries (templates) that you can use over and over again. Think of those entries that happen on a recurring basis.  Here are some examples: Payroll Bank Transactions Reclasses Depreciation (if you're doing it manually) Allocations Month-end adjustments Here are some benefits of using Standard Journals:  Can choose to save amounts Company specific so any user can utilize them Setting up Standard Journals Open General Journal and select the batch you'd like to work in. In my example I'm going to select the PAYROLL batch. Since payroll is bi-weekly for me, it makes sense to make this a Standard Journal. This will allow me to save the payroll entry with or without the amount so when the time comes for payroll it's quicker for me to enter the entry. Once the entry is ready to be saved as a Standard Journal follow these steps. Actions > Functions > Save as ...