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Making a manual vendor payment without a purchase invoice

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Posted on by PatriciaFaggett

I'm making the switch from GP to 365BC

In GP I can make a payment to a vendor without creating a purchase invoice. I select "manual checks", enter the vendor #(name), enter the "account distribution". The expense accounts will be debit and the cash account will be credit - simple.

How can I do this in 365BC? I have some vendors that will only be paid one time.

Thanks

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Dynamics 365 Business Central

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André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

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Hi Patricia,

I have moved the question from the Dynamics 365 Finance forum to the Dynamics 365 Business Central forum. "Finance" is the new app for the Financial features which existed before in Dynamics AX.

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Gavin 2,508 on at

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Hi Patricia,

I also come from a GP background so I'm wondering can you confirm which window you are entering the manual check into in GP please? Is in a bank reconciliation window? Just wondering if an entry on the Vendor account is needed?

If its bank reconciliation window and no entry is needed for the payment on the Vendor account you can use a Payment Journal i.e.

This gives the GL entries below as well as a Bank Account Ledger Entry

I've written other blogs comparing GP to BC on my blog at www.TheDynamicsExplorer.com which you may find interesting.

I hope you find this useful and good luck on your journey into the world of BC

Thanks

Gavin

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Kavisha 310 on at

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You can go to payment journal:-

Posting date

Document type - Payment

Account Type - G/L account

Account No. - Expense account

Description - Vendor Name

Amount - Amt. incl GST

Bal. acc. type - Bank account

Bal. account no. - Bank acc no.

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AndiB 5 on at

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I don't think this will allow the payment to show up on the Vendor Card, will it?

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DAnny3211 11,397 on at

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hi

look this

learn.microsoft.com/.../payables-make-payments

DAniele

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Amit 2,557 on at

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Adding info

https://erpconsultors.com/auto-vendor-payment-creation-from-vendor-ledger-entries/

Regards

Amit Sharma

www.erpconsultors.com

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Dallefeld 211 User Group Leader on at

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There really is no good way. You will need to create a purchase invoice or an entry in a purchase journal. There is an option with either of these to use Payment Method code that has a bank account as the balance account so that when you post, the invoice is auto paid. This option keeps you from having to do two entries and two entries show for the vendor. If you need to print a check, you need to enter the purchase invoice and process payment through the payment journal.

You might also look at app source for a solution.

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