A Practical Next Step Beyond “Don’t Use Credit Memos” In a recent post, Don’t use Credit Memos for Bad Debt Allowances in BC, I focused on a common issue I see in Microsoft Dynamics 365 Business Central environments — using credit memos to handle bad debt. The core takeaway was simple: This post builds on…
Category: General Accounting
Don’t use Credit Memos for Bad Debt Allowances in BC
Preserve AR Visibility and Reserve Integrity the Righter Way One thing I have been seeing recently in Microsoft Dynamics 365 Business Central environments is the use of sales credit memos to record bad debt activity. The intent is usually logical. The mechanics are not. Allowance is an estimate.Write off is a settlement.A credit memo is…
From Dynamics SL to Business Central: Designing a Trial Balance That Actually Explains Itself
Many organizations moving from legacy systems like Dynamics SL to Business Central discover that the Trial Balance is one of the first reports that feels different. Not because the numbers are wrong, but because Business Central is far more literal about what it shows. It lists posted balances. It does not quietly calculate presentation values…
