To ensure that postings are recorded correctly in Business Central, they should be checked in advance using the posting preview. For even more security, this was expanded with the last autumn release.
When posting documents with a large number of items, it should be ensured in advance that there are no errors and conflicts. Finally, this can be checked in advance via the booking preview. It thus helps to avoid unnecessary corrections, thus reducing the time required and thus increasing productivity in accounting.
With the most recently published version of Business Central , a new display type for the booking preview was introduced. This can be enabled by selecting Advanced in the Posting Preview Type field on the General Ledger page in setup.
When advanced booking preview is enabled, a booking can be previewed using the Booking Preview action (or the CTRL+ALT+F9 shortcut) – for example, in a payment journal. The “Show hierarchical view” option can then be selected on the displayed page in order to group the items for greater clarity.
Partners can also extend or customize the booking preview either by adding item types relevant to their industry or by changing the grouping of items.
Business Central: Further improvement of bank reconciliation
Bank reconciliation is constantly being improved in Business Central to ensure optimal user-friendliness when processing banking and payment transactions.
In most companies, numerous payment transactions and banking transactions take place every day. Dynamics 365 Business Central implementation offers users a helpful range of functions so that they can carry out their tasks in the financial area quickly, conveniently and without errors . This has recently been optimized and expanded again.
For example, the Bank Account Reconciliation page now includes a feature to delete a posted bank reconciliation. This enables users to fix errors as quickly as possible. The comparison of differences is automated.
“Payment reconciliation” now supports employee entries in the application, enables “one-to-many matching” and enables preview posting, separate number series and custom document numbers.
New guides also help users set up a new business or bank and bank opening balances, as well as other setup recommendations.
