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Page 118 "General Ledger Setup"

Base Application · Microsoft.Finance.GeneralLedger.Setup

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Table 98 "General Ledger Setup" (relates to)General Ledger SetupPage extension 60 "ShowCurrencyGenLedgSetup" (extended by)ShowCurrencyGenLedgSetupPage extension 6788 "Withholding GL Setup" (extended by)Withholding GL SetupPage extension 8053 "General Ledger Setup" (extended by)General Ledger SetupCodeunit 1311 "Activities Mgt." (calls, 2 links)Activities Mgt.Codeunit 1390 "Document Notifications" (calls)Document NotificationsCodeunit 18 "Financial Report Mgt." (calls)Financial Report Mgt.Currencies in Business Central (Learn pages)Currencies in Business CentralFunctional Currency in the Czech version (Learn pages)How to work with VAT on sales and purchases (Learn pages)How to work with VAT on sale…Payment tolerance and payment discount tolerance (Learn pages)Payment tolerance and paymen…Report selection for finance reports in Business Central (Learn pages)Report selection for finance…Set up additional currencies (Learn pages)Set up currencies (Learn pages)Set up currenciesSet up financial processes (Learn pages)Set up financial processesSet up invoice rounding (Learn pages)Set up invoice roundingSet up or change the chart of accounts (Learn pages)Set up unrealized value added tax (Learn pages)Set up value-added tax (Learn pages)Set up withholding tax (Learn pages)Set up withholding tax [NZ] (Learn pages)Specify posting periods (Learn pages)Understand the general ledger and Chart of Accounts (Learn pages)Update currency exchange rates (Learn pages)Value Added Tax management overview (Learn pages)VAT Return Periods in the Czech version (Learn pages)Work with dimensions to track and analyze data (Learn pages)

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Base Application · Microsoft.Finance.GeneralLedger.Setup · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property Value
Caption General Ledger Setup
SourceTable General Ledger Setup
PageType Card
UsageCategory Administration
ApplicationArea Basic, Suite

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group Control Shows ToolTip
General Allow Posting From Allow Posting From Specifies the earliest date on which posting to the company books is allowed. from the table field
Allow Posting To Allow Posting To Specifies the last date on which posting to the company books is allowed. from the table field
Allow Posting From DateFormula Allow Posting From DateFormula Specifies a date formula to calculate the earliest date, relative to today’s date, on which posting to the company books is allowed.
Allow Posting To DateFormula Allow Posting To DateFormula Specifies a date formula to calculate the latest date, relative to today’s date, on which posting to the company books is allowed.
Allow Deferral Posting From Allow Deferral Posting From Specifies the earliest date on which deferral posting to the company books is allowed. from the table field
Allow Deferral Posting To Allow Deferral Posting To Specifies the last date on which deferral posting to the company books is allowed. from the table field
VAT Reporting Date Usage VAT Reporting Date Usage Specifies the usage of VAT date. from the table field
VATReportingDateGroup Default VAT Reporting Date VAT Reporting Date Specifies the date used to include entries on VAT reports in a VAT period. This is either the date that the document was created or posted, depending on this setting. from the table field
General Register Time Register Time Specifies whether to register users’ time usage defined as the time spent from when a user logs in to when the user logs out. Unexpected interruptions, such as idle session timeout, terminal server idle session timeout, or a client crash are not recorded. This setting can be overruled per user by fi… from the table field
Local Address Format Local Address Format Specifies the format in which addresses must appear on printouts. from the table field
Local Cont. Addr. Format Local Cont. Addr. Format Specifies where you want the contact name to appear in mailing addresses. from the table field
Req.Country/Reg. Code in Addr. Req.Country/Reg. Code in Addr. Specifies whether to clear the Post Code, City, and County fields when the value in the Country/Region Code field is changed. from the table field
Inv. Rounding Precision (LCY) Inv. Rounding Precision (LCY) Specifies the size of the interval to be used when rounding invoice amounts in LCY. Examples: 1.00: Round to whole numbers (no decimals - divisible by 1.00), 0.05: Round to a number divisible by 0.05, 0.01: No rounding (ordinary currency decimals). On the Currencies page, you specify how to round in…
Inv. Rounding Type (LCY) Inv. Rounding Type (LCY) Specifies how to round invoice amounts. The contents of this field determine whether the invoice amount to be rounded will be rounded up or down to the nearest interval as specified in the Invoice Rounding Precision field. If you select Nearest, digits that are higher than or equal to 5 will be roun…
Amount Rounding Precision (LCY) Amount Rounding Precision Specifies the size of the interval to be used when rounding amounts in LCY. This covers amounts created with all types of transactions and is useful to avoid inconsistencies when viewing or summing different amounts. Amounts will be rounded to the nearest digit. Example: To have amounts rounded to w… from the table field
Amount Decimal Places (LCY) Amount Decimal Places Specifies the number of decimal places that are shown for amounts in LCY. This covers amounts created with all types of transactions and is useful to avoid inconsistencies when viewing or summing different amounts. The default setting, 2:2, specifies that all amounts in LCY are shown with a minimum … from the table field
Unit-Amount Rounding Precision (LCY) Unit-Amount Rounding Precision Specifies the size of the interval to be used when rounding unit amounts, item or resource prices per unit, in LCY. Amounts will be rounded to the nearest digit. Example: To have unit amounts rounded to whole numbers, enter 1.00 in this field. In this case, amounts less than 0.5 will be rounded down… from the table field
Unit-Amount Decimal Places (LCY) Unit-Amount Decimal Places Specifies the number of decimal places that are shown for unit amounts, item or resource prices per unit, in LCY. The default setting, 2:5, specifies that unit amounts will be shown with a minimum of two decimal places and a maximum of five decimal places. You can also enter a fixed number, such as … from the table field
Allow G/L Acc. Deletion Before Allow G/L Acc. Deletion Before Specifies if and when general ledger accounts can be deleted. If you enter a date, G/L accounts with entries on or after this date can be deleted only after confirmation by the user. This setting is only valid when “Block Deletion of G/L accounts” is set to No from the table field
Block Deletion of G/L Accounts Block Deletion of G/L Accounts Specifies whether to prevent users from deleting G/L accounts with ledger entries that are after the date in the Check G/L Acc. Deletion After field. For example, blocking deletion helps you avoid losing financial data that your business should keep due to country regional requirements. from the table field
Check G/L Account Usage Check G/L Account Usage Specifies that you want the program to protect G/L accounts that are used in setup tables from being deleted. from the table field
Mark Cr. Memos as Corrections Mark Cr. Memos as Corrections Specifies whether to automatically mark a new credit memo as a corrective entry. Correction flag does not affect how inventory reconciled with general ledger. from the table field
Pmt. Disc. Excl. VAT Pmt. Disc. Excl. VAT Specifies if the payment discount is calculated based on amounts including or excluding VAT. from the table field
Adjust for Payment Disc. Adjust for Payment Disc. Specifies whether to recalculate tax amounts when you post payments that trigger payment discounts. from the table field
Unrealized VAT Unrealized VAT Specifies whether to handle unrealized VAT, which is VAT that is calculated but not due until the invoice is paid. from the table field
Prepayment Unrealized VAT Prepayment Unrealized VAT Specifies whether to handle unrealized VAT on prepayments. from the table field
Max. VAT Difference Allowed Max. VAT Difference Allowed Specifies the maximum VAT correction amount allowed for the local currency. For example, if you enter 5 in this field for British Pounds, then you can correct VAT amounts by up to five pounds. from the table field
Tax Invoice Renaming Threshold Tax Invoice Renaming Threshold Specifies that if the amount on a sales invoice or a service invoice exceeds the threshold, then the name of the document is changed to include the words “Tax Invoice”, as required by the tax authorities. from the table field
VAT Rounding Type VAT Rounding Type Specifies how the program will round VAT when calculated for the local currency. When you enter an Amount Including VAT in a document, the system first calculates and rounds the Amount Excluding VAT, and then calculates by subtraction the VAT Amount because the total amount has to match the Amount I… from the table field
Control VAT Period Control VAT Period Specifies a way of using VAT Date against VAT Return Periods. If you choose ‘Block posting within closed and warn for released period’, system will not allow postings in closed VAT Return Period, but if the period is not closed, but VAT returns are released or submitted, user will be warned what try…
Bank Account Nos. Bank Account Nos. Specifies the code for the number series that will be used to assign numbers to bank accounts. from the table field
Spend Request No. Series Spend Request No. Series Specifies the code for the number series that will be used to assign numbers to spend requests. from the table field
Bill-to/Sell-to VAT Calc. Bill-to/Sell-to VAT Calc. Specifies where the VAT Bus. Posting Group code on an order or invoice is copied from. Bill-to/Pay-to No.: The VAT Bus. Posting Group code on sales invoices and orders is copied from the Bill-to Customer field. The VAT Bus. Posting Group code on purchase invoices and orders is copied from the Pay-to… from the table field
Print VAT specification in LCY Print VAT specification in LCY Specifies that an extra VAT specification in local currency will be included on documents in a foreign currency. This can be used to make tax audits easier when reconciling VAT payables to invoices. from the table field
Show Amounts Show Amounts Specifies which type of amounts are shown in journals and in ledger entries windows. Amount Only: The Amount and Amount (LCY) fields are shown. Debit/Credit Only: The Debit Amount, Debit Amount (LCY), Credit Amount, and Credit Amount (LCY) fields are shown. All Amounts: All amount fields are shown.
Hide Payment Method Code Hide Payment Method Code Specifies if payment method code is shown in sales and purchase documents. from the table field
Hide Company Bank Account Hide Company Bank Account Specifies whether or not the Company Bank Account can be updated on posted documents. from the table field
PostingPreviewType Posting Preview Type Specifies the amount of detail to include in the posting preview. Standard gives an overview of entries grouped by type, and you can choose the type of entry to view details. Extended displays the details for G/L entries and VAT entries. from the table field
SEPANonEuroExport SEPA Non-Euro Export Specifies whether to use SEPA export for journal lines with currencies different from Euro. from the table field
SEPAExportWoBankAccData SEPA Export w/o Bank Acc. Data Specifies if it is possible to use SEPA direct debit export by filling in the Bank Branch No. and Bank Account No. fields instead of the IBAN and SWIFT No. fields on the bank account and customer bank account cards. from the table field
Journal Templ. Name Mandatory Journal Templ. Name Mandatory Specifies if a journal template and batch names are required when posting general ledger transactions. If you want to have template name in posted documents and entries, you must set this field as TRUE. from the table field
EnableDataCheck Enable Data Check Specifies whether Business Central validates the data you enter in documents and journals while you type. For documents, you can turn on the check and messages will be shown in the Document Check FactBox. For journals, messages are always shown in the Journal Check FactBox. from the table field
CheckSourceCurrencyConsistency Check Source Curr. Consistency Specifies whether Business Central validates the total of general ledger entries source currency amount during posting. from the table field
UseConcurrentPosting Use Concurrent Posting Specifies whether to use concurrent posting when posting journals. Concurrent posting can reduce the time it takes to post journals by allowing multiple batches to be posted at the same time. Enabling this option requires additional configuration and setup, such as setting up a batch job to run the … from the table field
Dimensions Global Dimension 1 Code Global Dimension 1 Code Specifies the code for a global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. from the table field
Global Dimension 2 Code Global Dimension 2 Code Specifies the code for a global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. from the table field
Shortcut Dimension 1 Code Shortcut Dimension 1 Code Specifies the code for Shortcut Dimension 1, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 2 Code Shortcut Dimension 2 Code Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field
Shortcut Dimension 3 Code Shortcut Dimension 3 Code Specifies the code for Shortcut Dimension 3, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 4 Code Shortcut Dimension 4 Code Specifies the code for Shortcut Dimension 4, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 5 Code Shortcut Dimension 5 Code Specifies the code for Shortcut Dimension 5, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 6 Code Shortcut Dimension 6 Code Specifies the code for Shortcut Dimension 6, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 7 Code Shortcut Dimension 7 Code Specifies the code for Shortcut Dimension 7, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Shortcut Dimension 8 Code Shortcut Dimension 8 Code Specifies the code for Shortcut Dimension 8, whose dimension values you can then enter directly on journals and sales or purchase lines. from the table field
Currency LCY Code LCY Code Specifies the ISO 3 letter currency code for the local currency. from the table field
Local Currency Symbol Local Currency Symbol Specifies the symbol for the local currency that you want to appear on checks and charts, such as $ for USD. from the table field
Local Currency Description Local Currency Description Specifies the description of the local currency. from the table field
EMU Currency EMU Currency Specifies if LCY is an EMU (Economic and Monetary Union) currency. from the table field
Background Posting Post with Job Queue Post with Job Queue Specifies if you use job queues to post general ledger documents in the background. from the table field
Post & Print with Job Queue Post & Print with Job Queue Specifies if you use job queues to post and print general ledger documents in the background. from the table field
Job Queue Category Code Job Queue Category Code Specifies the code for the category of the job queue that you want to associate with background posting. from the table field
Notify On Success Notify On Success Specifies if a notification is sent when posting and printing is successfully completed. from the table field
Report Output Type Report Output Type Specifies the output of the report that will be scheduled with a job queue entry when the Post and Print with Job Queue check box is selected. from the table field
Reporting Additional Reporting Currency Additional Reporting Currency Specifies the currency that will be used as an additional reporting currency. from the table field
VAT Exchange Rate Adjustment VAT Exchange Rate Adjustment Specifies how the accounts set up for VAT posting in the VAT Posting Setup window will be adjusted for exchange rate fluctuations. from the table field
Acc. Receivables Category Acc. Receivables Category Specifies the G/L Account Category that will be used for the Account Receivables accounts.
Acc. Payables Category Acc. Payables Category Specifies the G/L Account Category that will be used for the Account Payables accounts.
Financial Reports Balance Sheet Report Fin. Rep. for Balance Sheet Specifies which financial report is used to generate the Balance Sheet report. from the table field
Income Statement Report Fin. Rep. for Income Stmt. Specifies which financial report is used to generate the Income Statement report. from the table field
Cash Flow Statement Report Fin. Rep. for Cash Flow Stmt Specifies which financial report is used to generate the Cash Flow Statement report. from the table field
Retained Earnings Report Fin. Rep. for Retained Earn. Specifies which financial report is used to generate the Retained Earnings report. from the table field
Row Definition for Balance Sheet Fin. Rep. Bal. Sheet Row Specifies the name of the Balance Sheet row on Financial Reports. from the table field
Row Definition for Income Statement Fin. Rep. Income Stmt. Row Specifies the name of the Income Statement row on Financial Reports. from the table field
Row Definition for Cash Flow Statement Fin. Rep. Cash Flow Stmt. Row Specifies the name of the Cash Flow Statement row on Financial Reports. from the table field
Row Definition for Retained Earnings Fin. Rep. Retained Earn. Row Specifies the name of the Retained Earnings row on Financial Reports. from the table field
Column Definition for Balance Sheet Fin. Rep. Bal. Sheet Column Specifies the name of the Balance Sheet column on Financial Reports. from the table field
Column Definition for Net Change Fin. Rep. Net Change Column Specifies the name of the Net Change column on Financial Reports. from the table field
Default View by Fin. Rep. Period Type Specifies by which period amounts are displayed on financial report by default. from the table field
Default Negative Amount Format Fin. Rep. Neg. Amount Format Specifies how negative amounts are displayed on the financial report by default. from the table field
Default Company Logo Position Fin. Rep. Company Logo Pos. Specifies how your company logo is displayed on the financial report by default. from the table field
Default Status DefaultFinancialReportStatus Specifies the name of the Default Financial Report Status on Financial Reports. from the table field
Application Appln. Rounding Precision Appln. Rounding Precision Specifies the rounding difference that will be allowed when you apply entries in LCY to entries in a different currency. from the table field
Pmt. Disc. Tolerance Warning Pmt. Disc. Tolerance Warning Specifies if a warning will appear every time an application occurs between the dates specified in the Payment Discount Date field and the Pmt. Disc. Tolerance Date field in the General Ledger Setup window. from the table field
Pmt. Disc. Tolerance Posting Pmt. Disc. Tolerance Posting Specifies the posting method that is used when posting a payment tolerance. Payment Tolerance Accounts: The payment discount tolerance is posted to a special general ledger account set up for payment tolerance. Payment Discount Amount: The payment discount tolerance is posted as a payment discount. from the table field
Payment Discount Grace Period Payment Discount Grace Period Specifies the number of days that a payment or refund can pass the payment discount due date and still receive payment discount. from the table field
Payment Tolerance Warning Payment Tolerance Warning Specifies whether to display a message when a payment differs from the invoice amount within the specified tolerance, so you can choose how to process it. If you do not enable the message, and a tolerance level is specified, invoices with amounts that are within tolerance will be automatically close… from the table field
Payment Tolerance Posting Payment Tolerance Posting Specifies the posting method that is used when posting a payment tolerance. Payment Tolerance Accounts: Posts the payment tolerance to a special general ledger account set up for payment tolerance. Payment Discount Amount: Posts the payment tolerance as a payment discount. from the table field
Payment Tolerance % Payment Tolerance % Specifies the percentage that a payment or refund is allowed to be less than the amount on the related invoice or credit memo. from the table field
Max. Payment Tolerance Amount Max. Payment Tolerance Amount Specifies the maximum allowed amount that a payment or refund can differ from the amount on the related invoice or credit memo. from the table field
App. Dimension Posting App. Dimension Posting Specifies dimension source for Realized Gain/Loss application entries. from the table field
Journal Templates Adjust ARC Jnl. Template Name Adjust ARC Jnl. Template Name Specifies the name of the journal template you want to use for posting adjustment of additional reporting currency. from the table field
Adjust ARC Jnl. Batch Name Adjust ARC Jnl. Batch Name Specifies the name of the journal batch you want to use for posting adjustment of additional reporting currency. from the table field
Apply Jnl. Template Name Apply Jnl. Template Name Specifies the name of the journal template you want to use for applying customer or vendor ledger entries. from the table field
Apply Jnl. Batch Name Apply Jnl. Batch Name Specifies the name of the journal batch you want to use for applying customer or vendor ledger entries. from the table field
Job WIP Jnl. Template Name Job WIP Jnl. Template Name Specifies the name of the journal template you want to use for posting project WIP to G/L. from the table field
Job WIP Jnl. Batch Name Job WIP Jnl. Batch Name Specifies the name of the journal batch you want to use for posting project WIP to G/L. from the table field
Bank Acc. Recon. Template Name Bank Acc. Recon. Template Name Specifies the name of the journal batch you want to use for posting bank account reconciliation. from the table field
Bank Acc. Recon. Batch Name Bank Acc. Recon. Batch Name Specifies the name of the journal batch you want to use for posting bank account reconciliation. from the table field
Payroll Transaction Import Payroll Trans. Import Format Payroll Trans. Import Format Specifies the format of the payroll transaction file that can be imported into the General Journal window. from the table field

Actions

Group Action ToolTip Runs
Functions Change Global Dimensions Change one or both of the global dimensions. Page 577 “Change Global Dimensions”
Change Payment Tolerance Change the maximum payment tolerance and/or the payment tolerance percentage.
Navigation Accounting Periods Set up the number of accounting periods, such as 12 monthly periods, within the fiscal year and specify which period is the start of the new fiscal year. Page 100 “Accounting Periods”
Dimensions Set up dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. Page 536 “Dimensions”
User Setup Set up users to restrict access to post to the general ledger. Page 119 “User Setup”
Cash Flow Setup Set up the accounts where cash flow figures for sales, purchase, and fixed-asset transactions are stored. Page 846 “Cash Flow Setup”
Bank Export/Import Setup Set up the formats for exporting vendor payments and for importing bank statements. Page 1200 “Bank Export/Import Setup”
General Ledger Posting General Posting Setup Set up combinations of general business and general product posting groups by specifying account numbers for posting of sales and purchase transactions. Page 314 “General Posting Setup”
Gen. Business Posting Groups Set up the trade-type posting groups that you assign to customer and vendor cards to link transactions with the appropriate general ledger account. Page 312 “Gen. Business Posting Groups”
Gen. Product Posting Groups Set up the item-type posting groups that you assign to customer and vendor cards to link transactions with the appropriate general ledger account. Page 313 “Gen. Product Posting Groups”
VAT Posting VAT Posting Setup Set up how tax must be posted to the general ledger. Page 472 “VAT Posting Setup”
VAT Business Posting Groups Set up the trade-type posting groups that you assign to customer and vendor cards to link VAT amounts with the appropriate general ledger account. Page 470 “VAT Business Posting Groups”
VAT Product Posting Groups Set up the item-type posting groups that you assign to customer and vendor cards to link VAT amounts with the appropriate general ledger account. Page 471 “VAT Product Posting Groups”
VAT Report Setup Set up number series and options for the report that you periodically send to the authorities to declare your VAT. Page 743 “VAT Report Setup”
Bank Posting Bank Account Posting Groups Set up posting groups, so that payments in and out of each bank account are posted to the specified general ledger account. Page 373 “Bank Account Posting Groups”
Journal Templates General Journal Templates Set up templates for the journals that you use for bookkeeping tasks. Templates allow you to work in a journal window that is designed for a specific purpose. Page 101 “General Journal Templates”
VAT Statement Templates Set up the reports that you use to settle VAT and report to the customs and tax authorities. Page 318 “VAT Statement Templates”

Procedures

1 local procedures, no public ones.

Triggers

OnClosePage, OnInit, OnOpenPage

Relations

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Called by

Recent changes

Countries that replace it

AU, NZ

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "General Ledger Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

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