Detailed Customer Ledger Entries and Customer Ledger Entries on Microsoft Dynamics Nav Business Central

Dear Friend,

Ledger Entries play an important role in a transaction. Detailed customer ledger entries and customer ledger entries show you all the transactions that have been done on a customer.  The transaction can be a payment received, invoices or a journal entry.

To go on customer ledger entries go on the following menu:

Main Menu --> Department --> Financial Management --> Receivables --> Customer ledger entries.

To go on detail customer ledger entries, go on the following menu:

Main Menu --> Department --> Financial Management --> Receivables --> Detailed customer ledger entries.

Request to approve on Microsoft Dynamics Nav Business Central

Dear friends,

In this tutorial, we will learn how to approve a sales invoice when we activate workflow on sale invoice approval.

Step 1:

To open the request to approval page go on the following page.

Main Menu --> Department --> Financial Management --> Receivables --> Request to approve.

Step 2:

Click on Approve to give approval

Click on Reject to reject an approval

Click on Delegate to assign someone else for approval

Click on Open record to check the document.

Cash Receipt journal on Microsoft Dynamics Nav Business Central.

Dear Friends,

Cash receipt journal is an important journal as it allow you to take payment from customer.

Step 1:

To proceed to cash receipt journal go on the following menu:

Main Menu --> Department --> Financial Management --> Receivables --> Cash Receipt Journal.

Step 2:

Enter the following information.

Line no.	Line No will generate automatically
Posting Date	Enter posting date
Document Type	Enter payment in document type
Document No	If no series is setup, the document no will generate automatically
Account Type	Choose customer as account type
Account No	Search the customer you wish to do the payment
Description	Enter a description for the transaction.

Click on the button Apply Entries.

Select the invoice line, then click on the button Set Applies-to ID. Finally click on OK.

Amount	The amount of the selected invoice will appear here.
Bal. Account Type	Enter Bank Account as Bal. Account Type
Bal. Account No	Enter the Bank No
Payment Method Code	Enter the payment method code
External Document No	Enter any extra important number link to the transaction such as cheque number or transfer number

Step 3: 

Click on Post to validate transaction.

Click on OK to close