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A very popular modification in Denmark for many years is copying the descriptions from the purchase invoice lines to carry over to the G/L entry description- instead of the "Posting Description" on the Purchase Order. This is something accountants and auditors prefer greatly. Could this be added as an option for Business Central? I notice that Czech localization seems to have had this for some years. https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2013r2/dn764022(v=nav.71)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2019 release wave 2.   

On the Sales & Receivables Setup, Purchases & Payables Setup, and Service Management Setup pages, you can choose the Copy Line Description to G/L Entry check box to define for sales, purchase, and service documents that the description text on lines of type G/L Account is carried to the resulting general ledger entries.

Learn more about what's new and planned for Carry line descriptions to G/L entries when posting in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/carry-line-descriptions-general-ledger-entries-when-posting  

Your help was greatly appreciated,  
Business Central Team

Comments

P

I was just looking at this yesterday when trying to work out how to get a "document description" onto the vendor remittance. The Posting Description from my purchasing invoice updated the GL for the control account. The line description (G/L Line) updated the GL for the expense and GST accounts. That seemed fine to me. Not sure of the behaviour for item based lines.

Category: Financial Management

P

Seems like MS added this is Wave 2:

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/carry-line-descriptions-general-ledger-entries-when-posting#feature-details

But it only applies to lines of type G/L Account. Why not apply it for other line types?

Category: Financial Management

P

Fantastic to see this. It would be great if we start to see a synchronisation of ledger entry descriptions and posted document descriptions. i.e. If you can change one it would reflect back into the document. Like due date on customer / vendor ledger entries it doesn't make sense that the ledger entry is edited, but not the originating posted source document.

Category: Financial Management

P

Hi
And what is the status for ledger entries description for header info?
Because order No. or Invoice No. are not useful for accounting...

Category: Financial Management

P

Go idea 

Category: Financial Management

P

I agree, many users requested this.

Category: Financial Management