Welcome everyone! Today, we're going to talk about an important topic that affects every user of D365 Business Central: i.e., Descriptions in G-L Entry.
you might be thinking, 'Descriptions? That sounds boring!' But trust me,
accurate and detailed descriptions are crucial for keeping your financial
records organized and up to date. Plus, they can help you avoid costly mistakes
and make your life easier in the long run.
Why are G/L Entry Descriptions Important?
and detailed descriptions are crucial in G-L entry in D365 Business Central.
They provide a clear understanding of the purpose and nature of each
transaction, helping users track and analyze financial data effectively.
example, imagine you have two transactions with the same amount: one is for
office supplies, and the other is for travel expenses. Without proper
descriptions, it would be difficult to differentiate between the two
transactions and understand their impact on your company's finances. This could
lead to confusion and errors in financial reporting.
to Enter G/L Entry Descriptions?
entering general journal lines on a page, the system fills in automatically the
description field. This description will also be stored in the G/L entry after
posting the journal. For a good audit trail, a more detailed description is
desirable, when you post a journal line of type G/L Account.
To force the user to enter a
more detailed description, it is possible to choose if the system must fill in
automatically the description of the G/L account or leave the field blank.
the Omit Default Descr. in Jnl. Field check box on the G/L
Account Card page is checked, the system will not fill in the Description field
for that G/L account when selected in a general journal line.
When posting the journal lines,
the system will check if all the Description fields are filled
in. If there is a blank description, an error message will appear.
Leaving the description field
blank and checking if all the description fields are filled in before posting,
will only be done on the general journal pages in several application areas and
on the local Cash Bank Giro pages
Practices for Writing Descriptions:
clear language when writing descriptions. Avoid using technical acronyms that
may not be familiar to all users.
relevant information in the description, such as the purpose of the transaction
or the account being used. This will help other users understand the context of
the audience when writing descriptions. If the entry will be viewed by multiple
users, make sure the description is understandable to everyone.
specific and provide enough detail to accurately describe the transaction.
descriptions before submitting them to ensure accuracy and clarity.