In Business Central, policy drives posting. This guide ensures discounts post only when intended, with clear steps to prevent, detect, and correct concessions. When a customer pays in full on or before the discount date, Business Central quietly tries to “help” by posting a discount concession. Helpful…until it isn’t. This guide shows the practical, least-click…
Category: Banking
Stop Bank Reconciliation Errors and Mistakes Before You Start
In this post, I will share how to prevent one of the most common Bank Reconciliation problems I have had to address. I am regularly called in to assist customers by rescuing them from reconciliation issues in their Microsoft Dynamics 365 Business Central company and this is what I have found. In some cases, I…
What to do when your company logo and address don’t print on Remittance Advice
Short but worth a post A customer reported that suddenly their company logo and address are not printing on their remittance advice email body and attachment. I checked the report layout, and nothing appeared to have changed. We couldn’t determine if an update had occurred between when it last worked and today. With the help…
