Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Settlement Vendor/Petty cash slip journal

(0) ShareShare
ReportReport
Posted on by 45

Hello,

I want to settle a Vendor invoice using Slip Journal. Unfortunatelly the function "Settlement" is grey and I have now possibility to select that.

pastedimage1681390182630v1.png

Could you please help me to understand where is the problem?

Thank you

Liana

  • Liana99 Profile Picture
    Liana99 45 on at
    RE: Settlement Vendor/Petty cash slip journal

    Hi Bilur,

    when I select the Cash Journl Lines the Account Type will be automated filled with "Petty cash" . I am not able to change it.

    Many regards

    Liana

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Settlement Vendor/Petty cash slip journal

    Hi,

    To be able to settle a transaction, Account type should be vendor.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans