Users are posting project transactions and bank transactions incorrectly in the General journal.
The client wants to prevent this from happening in the future.
You need to configure Dynamics 365 Finance to limit the account type transactions to only ledger.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.B.
To limit the account type transactions to only ledger in Dynamics 365 Finance, we need to configure the journal voucher series associated with the General ledger journal to only allow ledger account types. Therefore, answer C is the correct choice.
Here's a detailed explanation for each answer choice:
A. Use journal control to specify which account types are valid for the General ledger journal. This answer is incorrect because journal control only specifies which users can post to which journals. It doesn't limit the account types that can be used in a journal.
B. Use advanced ledger entries to define the account types that can be used in the General ledger journal. This answer is incorrect because advanced ledger entries are used for creating non-standard journal entries that can contain multiple debit and credit lines, and it doesn't limit the account types that can be used in a journal.
C. Configure the voucher series associated with this journal to allow only ledger account types. This is the correct answer because the voucher series determines which account types are allowed in a journal. By configuring the voucher series to allow only ledger account types, users will be prevented from posting transactions with other account types in the General ledger journal.
D. Create a journal template that has ledger as the account type and offset account type. This answer is incorrect because creating a journal template only saves time when creating a new journal. It doesn't limit the account types that can be used in a journal.