Preview Posting in Business Central: Avoid Errors Before They Happen

When working with General Journals in Microsoft Dynamics 365 Business Central, accuracy is everything. A small error in a journal entry can ripple through financial reports, cause audit issues, and create a lot of rework.

That’s why the Preview Posting feature is such a game-changer.

In this blog, we’ll walk through what Preview Posting.

✅ What Is Preview Posting?

Preview Posting allows you to simulate the results of a journal posting before committing the changes. It's a way to see exactly which G/L entries, VAT entries, and other related ledger entries will be created — without actually posting anything.

Think of it as a “pre-flight check” for your journal.

🔧 Setting Up the Preview Type

The way your posting preview appears depends on the setup in the General Ledger Setup page.

On this page, look for the field called Posting Preview Type, where you can choose between:

  • Standard: A summarized view grouped by entry type (e.g., G/L entries, VAT entries, etc.). You can drill down into each type as needed.

  • Extended: A detailed breakdown of all entries, perfect for financial power users who need full visibility into every line.



📄 How to Run Preview Posting

To use this feature, simply go to your General Journal and click:

Post > Preview Posting

This generates a report showing what entries will be created based on the current journal lines.







🎯 Why Use Preview Posting?

  • Minimize errors before they affect financials.

  • Validate VAT calculations before submission.

  • Reduce reliance on test environments.

  • Improve user confidence in journal entries.


Thanks For Reading..!!

Regards,
Khushbu Rajvi

Comments

Post a Comment

Popular posts from this blog

Dynamics 365 Business Central: Enabling Custom and Default Tables in the "Search Company Data" Feature

Image
 Hi Colleagues, Today, we will discuss how we can search custom table data using the " Search Company Data " feature in Business Central. For more information regarding the " Search Company Data " feature, you can refer to the official Microsoft documentation: Search Company Data I have added a test customer to the default customer table.  and created three test entries in the Test Header custom table. To search for data, enter one or more keywords in the "Tell Me" search box. Alternatively, when you run "Tell Me" in the context of an editable page, it will automatically search for the value in the currently selected field. Click on " Search Company Data ". Here, you can see that the search results include the top results from the tables you have access to. However, custom table data is not showing in the list. Reason : Test Header is not enabled in the list. Now, follow below steps to add default or custom table data to the search list...
Read more

Dynamic 365 Business central: Header on First, Footer on Last page in RDLC Reports

Image
Customizing Headers and Footers in Business Central Reports RDLC: First Page and Last Page Tricks Suppose you are working on a report, and there is a requirement for the header to appear only on the first page and the footer to appear only on the last page of the document.  It's always a good practice to check if there are properties available that can simplify your task. In this case, the PrintOnFirstPage and PrintOnLastPage properties for headers and footers can be very useful. Here's how you can handle it: Open the RDLC Layout. In the Header, right-click and select Header Properties. Enable the option Print on first page and click OK. In the Footer, right-click and select Footer Properties. Enable the option Print on last page and click OK. Save the changes, publish the report, and test the output. Expected Output: • For a multi-page document: The header will appear only on the first page. The footer will appear only on the last page. • For a single-page document: Both t...
Read more

Dynamic 365 Business central: How to Automatically Insert Line Breaks After a Specific Character Limit

Image
Suppose, you may have a requirement to break long text into multiple lines after a certain number of characters in Business Central. For example, when dealing with lengthy descriptions in fields like "Work Description," it's important to ensure the text wraps properly to maintain readability. In this scenario, I have implemented a solution using a tableextension to automatically insert line breaks after a specified character length (45 characters in this case). The code takes the input string, breaks it into lines, and formats it accordingly before writing it back to the "Work Description" field. This ensures that the text is displayed in a neat and user-friendly manner in the system. Code:   tableextension 50140 MyExtension extends "Sales Header" {     trigger OnInsert()     var         TypeHelper: Codeunit "Type Helper";         Crlf: Text[2];         InputString: Text[2048];       ...
Read more