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Make Matching\Allocating payments against outstanding invoices easier
This process is so complicated in BC.
Create a match open item screen which splits the screen in 2, between DR & CR with drag and drop functionality to match transactions
toggle Options to see full matched and outstanding transactions
With ability to see match transactions indented against each other
This process is so complicated in BC.
Create a match open item screen which splits the screen in 2, between DR & CR with drag and drop functionality to match transactions
toggle Options to see full matched and outstanding transactions
With ability to see match transactions indented against each other
STATUS DETAILS
Needs Votes
Comments
In BC you can use the Payment Reconciliation Journal to post and apply (match) payments to open customer and vendor ledger entries. You can import bank transactions from file into the journal. The journal also has an auto-matching feature (Apply Automatically) that will assist in the matching process.
Read more here: https://docs.microsoft.com/en-US/dynamics365/business-central/receivables-apply-payments-auto-reconcile-bank-accounts
Category: Sales
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.
Best regards,
Business Central Team