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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase invoice G/L d...
Small and medium business | Business Central, N...
Answered

Purchase invoice G/L description

(1) ShareShare
ReportReport
Posted on by Joel95 221
Hi all,
 
One of my tasks is to approve purchase invoices. In order to see the G/L account to which the costs are being booked, I have to click on the G/L number. Is there a way to have the G/L description on the first screen?
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • tanya07 Profile Picture
    tanya07 1,638 on at
    Hi,
    where do you want to see the G/L acc name ? 
    BR,
    Tanya
  • Suggested answer
    HVGEEL Profile Picture
    HVGEEL 310 on at
    This is a sub-optimal proces: the user always needs to select a G/L account from the list, which is errorprone... and requires work for the approver in order to validate all Accounts. Tedious and time-consuming.
    The end-user did the correct job: they changed the description to match what was actually purchased... thus replacing the original G/L name.
    Other... and more practical way for the approver is to check the posting preview... it sums up all the registrations per G/L account.
     
    Best practice is to create a set of Resources that use a Gen Prod Posting Group referring to the required G/L account.
    In that case, G/L account selection is no longer an issue for the user (and the approver).
  • Joel95 Profile Picture
    Joel95 221 on at
    Thank you for helping me :)

    @Tanya07, when I go to the invoice I see the columns 'No.' and 'Description/comment'. The name of the G/L is 'kantoorkosten' but I can't see this without clicking on the number. It would be nice to see the name 'kantoorkosten' in an extra column next to 'No.'.
     
     
    @HVGEEL, Thank you for your response, you've accurately identified the issue. It might be due to my limited English skills or my knowledge about Business Central, but I don't understand the following part of the text. 
     
    "more practical way for the approver is to check the posting preview... it sums up all the registrations per G/L account." Where can I find the posting preview?
     
    "Best practice is to create a set of Resources that use a Gen Prod Posting Group referring to the required G/L account." How does this work?
     
  • Verified answer
    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 26,110 Most Valuable Professional on at
    Hi
    You could achieve this by developing an extension in which an additional read-only field is created, using an lookup type of flowfield field to obtain the name of the accounting account when the line type is accounting account.
    Best regards
    Gerardo

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,012 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 986 Super User 2026 Season 1

#3
Teagen Boll Profile Picture

Teagen Boll 659 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans