@@bigmacdaddy1234, I didn't see it. He showed me how I could manually register if a payment is received. But when booking incoming payments, you wouldn't really start with the open item list, to check each and every of them to the bank statement, to see if it has been paid. You would import bank transactions, ask the system to match the incoming payments to open invoice and suggest postings, based on date, text and amount. The rest you would handle manually, where the system already knows bankaccount, date and currency. But i can't find any videos showcasing this. Very cheap web systems can do this.
Thank you for your questions. You can see a list of all Sales Quotes in Business Central from the Sales Quotes list. It not only shows the total value of the quote, but also the date up to which the quote is valid. You’re also asking about the line items. While there is no structured/programmed list of all sales quote lines, it’s quite easy to either, list the details in a raw format or to develop a bespoke, structured report. If you would like to learn more, please contact us here: Web: www.pa.com.au/products/dynami... Email: enquiries@pa.com.au Phone: 1800 126 499
Hi Marisol, Thank you for your comment. Customer payments affect both the customer and the bank into which the money was deposited. Reversing a payment is not done from “Register Customer Payments”, but rather, from a journal, one side being the customer and the other side being the bank. Another alternative would be to execute a “Reverse Transaction” on the payment from the customer ledger entry. If you would like to learn more, please contact us here: Web: www.pa.com.au/products/microsoft-dynamics-365-business-central/ Email: enquiries@pa.com.au Phone: 1800 126 499
This is great Sammy. Love your 'little snack' styled videos, these are a great way to learn the system functionality in a quick and fun way. Thank you
Thanks for the feedback Shakeel!
It would be great if you tell us how system fetch the receiving bank to post the payment entry?
So there is no way to make BC actually help with the bookkeeping of incomming payments?
He just showed you how to do it?
@@bigmacdaddy1234, I didn't see it. He showed me how I could manually register if a payment is received.
But when booking incoming payments, you wouldn't really start with the open item list, to check each and every of them to the bank statement, to see if it has been paid.
You would import bank transactions, ask the system to match the incoming payments to open invoice and suggest postings, based on date, text and amount.
The rest you would handle manually, where the system already knows bankaccount, date and currency.
But i can't find any videos showcasing this. Very cheap web systems can do this.
Is it possible to pull a detailed sales quote report from Business Central? With the line item details?
Thank you for your questions.
You can see a list of all Sales Quotes in Business Central from the Sales Quotes list. It not only shows the total value of the quote, but also the date up to which the quote is valid. You’re also asking about the line items. While there is no structured/programmed list of all sales quote lines, it’s quite easy to either, list the details in a raw format or to develop a bespoke, structured report.
If you would like to learn more, please contact us here:
Web: www.pa.com.au/products/dynami...
Email: enquiries@pa.com.au
Phone: 1800 126 499
What would be the process to reverse a customer payment? It is possible to make it from here?
Hi Marisol,
Thank you for your comment. Customer payments affect both the customer and the bank into which the money was deposited. Reversing a payment is not done from “Register Customer Payments”, but rather, from a journal, one side being the customer and the other side being the bank. Another alternative would be to execute a “Reverse Transaction” on the payment from the customer ledger entry.
If you would like to learn more, please contact us here:
Web: www.pa.com.au/products/microsoft-dynamics-365-business-central/
Email: enquiries@pa.com.au
Phone: 1800 126 499