Post Transactions Directly to the General Ledger
Most financial transactions are posted to the general ledger through dedicated business documents, such as purchase invoices and sales orders. For business activities that are not represented by a document in Business Central, such as smaller expenses or cash receipts, you can create the related transactions by posting journal lines in the General Journal window.
A typical use of the general journal is to post employees' expenditure of own money during business activities, for later reimbursement. For more information, see Record and Reimburse Employees' Expenses.
General journals post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer account, because an entry is posted to a general ledger receivables account through a posting group. You can personalize your version of a general journal by setting up a journal batch or template. For more information, see Working with General Journals.
Unlike for entries that are posted with documents, which require a credit memo process, you can correctly reverse entries that are posted with the general journal. For more information, see Reverse Postings.
To post a transaction directly to a general ledger account
Choose the icon, enter General Journals, and then choose the related link.
Open the relevant general journal batch. For more information, see Working with General Journals.
On a new journal line, fill in the fields as necessary. Hover over a field to read a short description.
Repeat step 3 for all the separate transactions that you want to post.
If you want to enter multiple transaction lines above one balance-account line, for example, for one bank account, then select the Suggest Balancing Amount check box on the line for your batch in the General Journal Batches window. Then the Amount field on the balance-account line is automatically prefilled with the value that is required to balance the transactions.
Choose the Post action to record the transactions on the specified G/L accounts.