How to Set up General Ledger Account Card for Accounts Receivable

D.

To ensure that the general ledger account for accounts receivable matches the sum of all balances on customer cards in Microsoft Dynamics 365 Business Central, you need to configure the account in a specific way. The correct answer is C. Configure totaling.

Configuring totaling means that the account is set up to automatically calculate the total of all transactions that are posted to the account. This is important for accounts receivable because it ensures that the account balance reflects the total amount owed by customers.

To configure totaling for the general ledger account for accounts receivable, follow these steps:

1. Navigate to the Chart of Accounts page in Microsoft Dynamics 365 Business Central.
2. Find the general ledger account for accounts receivable and open the account card.
3. On the General FastTab, select the "Allow Posting from" field and choose "Customer" from the dropdown list.
4. On the Totaling FastTab, select the "Summarize by" field and choose "Document Type" from the dropdown list.
5. Select the "Include G/L Entries" checkbox.

These settings ensure that all transactions posted to the general ledger account for accounts receivable are automatically totaled by document type. This means that the account balance will always reflect the total amount owed by customers.

Note that answers A, B, and D are incorrect for this question:

A. Configuring the account type does not directly impact how the account is totaled. The account type determines how transactions can be posted to the account (i.e., whether it's a balance sheet or income statement account).

B. Blocking the account prevents any transactions from being posted to the account. This would not solve the problem of ensuring that the account balance matches the sum of all balances on customer cards.

D. Disallowing direct posting means that transactions can only be posted to the account through a subledger. This does not impact how the account is totaled.