Validation happens when you load a finance journal batch, and when you choose another journal line. When you enable the validation the Journal Check FactBox displays next to the journal lines and will show issues in the current line and the whole batch. On the General Journal Batch page, you can choose Background Error Check to have Business Central validate finance journals, such as general or payment journals, while you're working on them. To help prevent delays when posting, you can turn on a background check that will notify you when there is a mistake in the financial journal you're working on that will prevent you from posting the journal. For more information, see Personalize Your Workspace. To add or remove fields in journals, use the Personalizing banner.
WORK JOURNAL TEMPLATES HOW TO
The following tip is an example of how to personalize a journal. For example, you can define your own journal batch for the payment journal that has your personal layout and settings. For more information, see Make Payments and Reconcile Customer Payments with the Cash Receipt Journal or from Customer Ledger Entries.įor each journal template, you can set up your own personal journal as a journal batch. Each journal template is represented by a dedicated page with particular functions and the fields that are required to support those functions, such as the Payment Reconciliation Journal page to process bank payments and the Payment Journal page to pay your vendors or reimburse your employees. There are several general journal templates.
If you want to have multiple posting dates for the same journal entry, choose the Show More Columns action. When you see fewer columns, then the same posting date is used for all lines. To hide the additional fields again, choose the Show Fewer Columns action. If you want to see additional fields, such as the Account Type field, choose the Show More Columns action. The general journal only shows a limited number of fields on the journal line by default. For more information, see Reverse Journal Postings and Undo Receipts/Shipments. You can, however, unapply posted entries, and you can post reversing or correcting entries. When you post the journal, the information is transferred to entries on individual accounts, where it cannot be changed. The information that you enter in a journal is temporary and can be changed while it is in the journal. This is true even when, for example, you post a journal line to a customer account, because an entry is posted to a general ledger receivables account through a posting group. Posting with a general journal always creates entries on general ledger accounts. You use general journals to post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. For more information, see Record Payments and Refunds in the Payment Journal. For more information, see Record and Reimburse Employees' Expenses.īut in many cases, you will want to use the journals that are optimized for specific types of transactions, such as the Payment Journal for registering payments.
For more information, see Post Transactions Directly to the General Ledger.įor example, you can use post employees' expenditure of own money on business-related expenses, for later reimbursement. Most journals are based on the General Journal, and you can process all transactions on the General Journal page. But you can also process business activities such as purchasing, paying, using recurring journals to post accruals, or refunding employee expenses by posting journal lines in the various journals in Business Central. Most financial transactions are posted to the general ledger through dedicated business documents, such as purchase invoices and sales orders.