Net Customer & Vendor Balances in Business Central (Wave 1 - 2022)

Released in the wave 1 update of 2022, this function allows the easy consolidation of customer and vendor balances in Business Central. The video talks through the setup involved of this functionality and proceeds to demo the functionality in action. We hope you find the video useful!

[@gislisveinbergsson2833]

Thank you for the video.
One question: Can you please explain the Document No T001? In the vendor ledger entries in the video it is 108211 and in the customer ledger entries it is 103228. How and where does T001 comes from? I am having difficulties netting because of the Document No.

[@gurdeepbahra6843]

hello there! thank you for reaching out - so this document no. T001 is for the entry which will be applied to the customer/vendor ledger entries. After i have posted the journal to net the vendor & customer balances, when we review the customer and vendor ledger entries you will notice in each of the screens we have a transaction with our document no T001, these are the transactions which are applied to each of the customer and vendor balances to net them off. i hope this makes sense!