General Journals Overview – Business Central

Click on the Finance tab in the navigation pane, where you will see a variety of financial statements.

Click on General Journals. It is used to post to:

  • General Ledger accounts
  • Bank accounts
  • Customer accounts
  • Vendor accounts
  • Fixed Asset accounts

Click on the ellipses and click Edit Journal.

 
 

To add a new entry:

  • Start by adding the Posting Date. Work date is added by default, however you can alter it if needed.
  • The Document Type can be set to Payment or Invoice or CR/Adj Note or Finance Charge Memo, Reminder or Refund.
  • Leave the default Document No. as this will be automatically generated.
  • The Account Type can be set to G/L Account or Customer or Vendor or Bank Account or Fixed Asset or IC Partner or Employee.
  • If you know the account you wish to use based on the (Account Type), you can type it in Account No. field or select it using the ellipses.
  • The other fields such as the General Posting Type, Gen. Bus. Posting Group and Gen. Prod. Posting Group will be populated automatically into the G/L Accounts.
  • Let’s say the Amount purchased will be a $100 GST included.

  • When you are ready to post the document, you can run a test report to ensure no errors exist that will block the posting.

  • In this example, the report says that the balances are off by $100. The posting will fail in this case. So we can take corrective measures in this case and make sure that balance is 0. Now there are two ways to balance this account:
    • One way is to enter a new line using a cash account number and then by adding the dollar amount as negative figure. This will make the Total Balance go to 0.

  • The second option is to use the cash account as Balancing Account on the same line (instead of adding a new line).

 
 

  • Once you are done entering the journal line, click Post.

 
 

NOTE: Remember when you enter information in a journal is temporary and can be changed while it’s in the journal. However, once you post the journal, the information is transferred to entries into individual accounts where it cannot be changed. You can perform other actions like, Un Apply Entries or post Reversing or Corrective entries.

 
 

 
 








Business Central – Vendor Card Overview

To access the list of Vedors start with top Navigation Pane and click Vendors.

 
 

All the vendors will appear in alphabetical order and each one can be edited by clicking on Show More option and by clicking either Edit or Delete. However you cannot delete a vendor if there is an outstanding balance which is owed to them.

 
 

 
 

To explore further, click on a vendor. The vendor card will show you additional information such as Address, Phone Number, Contact Person, Balance Due and even their Payment Terms Code.

 
 

Each FastTab has hidden fields, which can be seen by clicking on Show More.

 
 

Now a vendor profile is created that shows the company’s statistics for Invoices & Transactions., including posted purchase invoices and credit memos.

 
 

To get a better look at what these numbers mean, click on the hyperlink in FactBox area. You will see the associated invoices and transactions for the vendor.

By clicking on Posted Invoices, you can see the invoices posted on your purchases and the amounts owing.

 
 

If you want to add a document to the vendor card, you can do so by clicking on Attachments on the navigation pane under Process.

 
 








Design Pages – Business Central

You can design pages, if you have the right permission set. Search for Permission Sets.

You need to have permission sets for Extension Management.

You can check the user permission sets attached to the User (Search Users > Edit the relevant User > Check User Permission Sets).

So typically Personalization is for end user and Designer is applicable for Super user or Administrators.

Apart from right permission set, you can only design when you are in Sandbox environment.

You can easily create a sandbox environment using the Sandbox Environment wizard.

The App Bar will display Environment name as “Sandbox” and you will be able to access Designer from the Settings.

Designer Mode

When you are in Designer mode, you can do the design activities, such as:

Remove fiedls

Replace fields (or reposition them)

Add fields

You do changes for different views (PC/Tablet/Mobile), etc.

The changes that you make will be saved as an Extension (and this is how it is different from Personalize) and Installed, which means that all the other users will also see these changes. You can also download the code to make it available in the visual studio code.








Shortcut Keys – Business Central

The following table describes keyboard shortcuts for navigating and accessing different elements of a page, such as actions, drop-down lists, lookups, and more.

Press these keys To do this
Tab Move focus to the next control or element on a page, such as actions, buttons, fields, or list headings.
Shift+Tab Move focus to the previous control or element on a page, such as buttons, fields, or list headings.
Enter Enable or access the element or control that is in focus.
Alt+Down Arrow Open a drop-down list or look up a value for a field.
Alt+Right Arrow See the transactions that resulted in a calculated value in a field.

Keyboard Shortcuts in Lists

The following table describes the keyboard shortcuts that you can use in a list page. The shortcut action is slightly different depending on whether the page is shown in the list view or tile view.

Most of the shortcuts are the same no matter whether the operating system is Windows or macOS; however, there are some shortcuts that are different for macOS than Windows. These are indicated in parentheses in the table as well.

Note: In the table that follows, the term actionable field refers to a field on which you can do something, like change a value or link to another page. In general, the shortcuts will skip over fields that display information that you cannot change from the list (in other words, fields that are read-only).

(in macOS) To do this in a list view To do this in a tile view Remarks
Up Arrow Move in the same column to the field in the row above. Move in the same column to the tile in the row above.
Down Arrow Move in the same column to the field in the row below. Move in the same column to the tile in the row below.
Right Arrow Move in the same row to the next actionable field to the right. Move in the same row to the next tile to the right. This does not pertain when the list is editable.
Left Arrow Move in the same row to the previous field to the left. Move in the same row to the previous tile to the left. This does not pertain when the list is editable.
Home (Fn+Left Arrow) Move to the first field in the row. Move to the first tile in the row.
End (Fn+Right Arrow) Move to the last actionable field in the row. Move to the last tile in the row.
Page Up (Fn+Up Arrow) Move in the same column to the uppermost visible row. Move in the same column to the uppermost visible row.
Page Down (Fn+Down Arrow) Move in the same column to lowermost visible row. Move in the same column to the lowermost visible row.
Enter (Fn+Down Arrow) Open the record that is associated with the field. Opens the record. Only relevant if a card page is associated with the record.
Ctrl+Home (Fn+Ctrl+Left Arrow) Select the first row in the list; focus moves to the first actionable field in row. Move to the tile in first row in the list.
Ctrl+End (Fn+Ctrl+Right Arrow) Select the last row in the list; focus moves to first actionable field in row. Move to the first tile in last row in the list.
Ctrl+Click (Cmd+Click) Extend the selection of rows to include the row that you click. Not applicable
Shift+Click Extend the selection of rows to include the row that you click and all the rows in between. Not applicable You can use this after using Ctrl+Up Arrow or Ctrl+Up Down to expand your selection.
Ctrl+Up Arrow (Ctrl+Cmd+Up Arrow) Move focus to the row above and keep the current row selected. Not applicable
Ctrl+Down Arrow (Ctrl+Cmd+Down Arrow) Move focus to the row below and keep the current row selected. Not applicable
Ctrl+Space Bar (Ctrl+Cmd+Space) Extend the selection of rows to include the focused row. Not applicable You can use this after using Ctrl+Up Arrow or Ctrl+Up Down to expand your selection.
Ctrl+A Select all rows. Not applicable
Shift+Up Arrow Extend the selection of rows to include the row above. Not applicable
Shift+Down Arrow Extend the selection of rows to include the row below. Not applicable
Shift+Page Up (Shift+Fn+Up Arrow) Extend the selection of rows to include all visible rows above the current selection of rows. Not applicable
Shift+Page Down (Shift+Fn+Down Arrow) Extend the selection of rows to include all visible rows below the current selection of rows. Not applicable
Ctrl+Enter Move focus to the next element outside the list. Move focus to the next element outside the list.








Navigate – Business Central

A very interesting and important function in your Business Central solution is the navigate function.

This function will show you all the entries the system created in the posting process. Let’s go to posted sales invoices.

Now, if you open or select one of these posted sales invoices, you can go to actions and then click Navigate.

Here you will see various entries created for the posted document. You can drill down to see the detail entries as well. So by using the navigate function on a posted document, in this case a posted sales document, you can trace back which postings have been done or what the result was of the posting process that took place for this document.