Guiding users to use the Account Type and Balance Account Type on different Journals

Modified on Sat, 06 Jan 2024 at 08:45 AM

Area: General Journals


We have made changes to the Account Type and Balance Account Type fields on the General Journals page. As Fundamentals adds advanced logic for fund accounting and we wanted to simplify usability for smaller nonprofits, we limit the flexibility provided in base Business Central.

Vendor and Customer types are better handled in Payment, Cash Receipts, Sales and Purchase journals where the logic is better designed to handle these types.

 

For example:

We made Vendor mandatory on the left side of purchase and payment journals, if a user tries to insert another account type the system will raise an informative error to guide the user.


 

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