web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Balance Control option on Main account

(0) ShareShare
ReportReport
Posted on by 320

Hey, 

I'm trying to understand what the "Balance control" setting is used for:

I have the same question (0)
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    If balance control is set to Credit, it won't allow a transaction to post to the main account that would result in a debit balance. Likewise if set to Debit, it won't allow a credit balance in that account.

  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi JD,

    Balance control used to prevent posting main account on debit or credit.

    Like Frank mentioned, when you set up balance control on a main account (e.g. debit), if the balance on journal goes credit, you will get an error message.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 592 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 478 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 305 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans