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ReportHi:
If the accountant wants to enter a payment made by a customer, is the window under "Cash Management" or "Sales"?
Thanks!
John
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Hi:
If the accountant wants to enter a payment made by a customer, is the window under "Cash Management" or "Sales"?
Thanks!
John
Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
Thank you, Gavin! It's good to bump into you on this Forum, as well!
John
Hi,
In addition to Steve's excellent advice I'd also add that in Business Central you can process just about any financial transaction from any financial journal page. For example I could enter a cash receipt from a customer via a cash receipt journal however equally I could also record this using a General Journal or even a Purchase Journal. This is all because of how Business Central works with journals. This was all very strange to me coming from a Dynamics GP background which has specific windows for specific tasks. (I may be wrong but I'm sure I've seen you in the GP forums as well :) ). I've written a few blogs on this behaviour below that might be of interest:
Hope this helps
Thanks
Gavin
John,
On the Customer List, you can highlight the Customer and click Process/Register Customer Payments. This open a page that shows the customer documents and you can record the Date Received and amounts and Post.
Thanks,
Steve
Hi Steven:
Yes, but I thought that I read or saw where you can enter a cash receipt for when a customer actually pays but go into a separate window altogether if you simply need to enter a manual receipt from a customer after the fact.
I'm trying to determine (a) if there are two separate windows for cash receipts and (b) if one of these windows is in Cash Management while the other is in Sales.
My reason for hunting "b" is to determine what user security is required for cash receipts.
Thank you, so much, for your help!
John
John,
In the search box enter Cash Receipts Journal or in the US Version you can use Deposits. Cash Receipts Journal is located under Cash Management.
Thanks,
Steve
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