What's New: Using Enforced Digital Vouchers (2023 release wave 2)

Overview

The session explains what digital vouchers are, how they differ from plain attachments, and how Business Central can require them before a document or journal line is posted. The feature came from Danish bookkeeping requirements and was built as a global app, so other countries can use it.

It then covers the guided setup wizard and the configuration options per entry type, including source code filtering for journals. The demos show purchase and sales invoices and a sales journal: posting is blocked with an error when the required voucher is missing, and automatically generated vouchers are linked to general ledger entries.

Key points

• Enforcement is set per entry type, such as sales documents, purchase documents and journal types, using a guided setup wizard.
• Control options are: no check (not enforced), attachments (a digital file must be attached), attachments plus invoice (also adds an electronic document), or attachment or note (a file or a text note).
• With enforcement on, posting without the required voucher gives an error saying posting is not possible without attaching the digital voucher.
• Vouchers can be generated automatically on posting, for example for sales invoices, when the generate automatically option is enabled per entry type.
• With the skip if manually added option, an automatically generated voucher is not added if manual attachments were already added to the record.
• Source code filtering lets you enforce vouchers in journals such as the general journal only for certain source codes, for example payroll.
• Posted digital vouchers are linked to every general ledger entry of the posted document and can be seen there.

Features

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• report “Sales invoice document” at 6:13
• page “incoming document files” at 8:57
• table “General ledger entry” at 9:28
• page 253 “Sales Journal” at 10:48

Not found in BC28-30: report “Sales invoice document”, page “incoming document files”, table “General ledger entry”.

Quotes

• 1:29 “digital vouchers in accounting it refers to electronic or digital documents that serves as the evidence of financial transactions”
• 3:18 “digital vouchers are accounting category and in bus Central if you set up they will be mandatory for specific type of documents”
• 4:12 “this feature can be used in other countries as well so we decided to create this app as a global app”
• 5:33 “in Denmark where users cannot disable enforcing mandatory vouchers in purchase and sales transactions from January next next year”
• 6:33 “the automatically generated digital voucher will not be added to the record if menual attachments has already been added”
• 7:14 “so because of that we added additional setup where you can add specific source code for enforcing”
• 8:57 “when I do this I can see the error message that it’s not possible to post without attaching the digital voucher”
• 10:12 “I would not see any error message and the document is posted successfully but where is my digital voucher and the digital voucher is”

Disclaimers in the video

• 4:12 other: this idea came uh from Danish authori requirements with their new bookkeeping act but this is um this this feature can be used in other countries as well
• 5:54 other: in Denmark where users cannot disable enforcing mandatory vouchers in purchase and sales transactions from January next next year

Presenters (as heard): Alexandra, Arthur.