Hello,
If you are using the payment journal you need to make sure to set the correct bank payment type. The payment journal has a lot of information and also some logic built into it where selecting one option can enable/disable other features. If you're unsure about how to use it, its usually a good idea to work with a partner on training for that specific module.
For some general steps you can see below.
From the home page here is what you can do to process payments different ways.
1. Search for Payment Journals and open that page
2. Make sure you are an in an appropriate batch, I usually recommend setting up a batch per payment type per bank account (i.e. - WIRE, CHECKS, EFT etc.):
3. Prepare your payment batch, either add lines manually or Select Prepare > Suggest Vendor Payments:
4. Determine what kind of payment you are making and fill in the suggest vendor payments window. Business Central has a field called Bank Payment Type that you will need to select:
These are the payment types in BC:
Computer Check = You are printing a physical check to check stock
Manual Check = Wire, Cash, Manual Payments
Electronic Payment and Electronic Payment-IAT = Only for EFT file creation
5. After your payment batch is created either manually or using suggest vendor payments you can double check the Bank Payment Type on the line of the payment journal, it may be all the way to the right.:
6. If it says "Manual Check" then you just need to post it. This is used for payments such as wires. If you need to print physical checks onto check stock then it should say "Computer Check". If thats the case you need to print the check next. You can see the field "Check Printed" above and it isn't toggled on. You can't post the journal till that check printed field is showing as toggled on.
To print the check select in the ribbon Check > Print Check:
7. Complete the printing of the check and then double check that "Check Printed" is toggled on and then you can post the journal.
Check layouts and other settings can be changed but you will most likely want the help of a partner to change it.
Hope that gives you a good starting point.
Best,
