New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Digital Vouchers

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Legislation section is digital vouchers.

You can have one or more sourced documents for each of GL register as proof of a transaction and a full audit trail. You can set up the system to enforce attaching documents if this is required by law.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

You can choose to require mandatory vouchers or to use this feature voluntarily. When you attach the document to the specific transaction, the document is added as an attachment to the GL Register after the transaction is posted. If the system is configured to enforce the use of vouchers, the system will prevent the document, journal, or other type of posting if an attachment doesn’t exist. You can set up enforcement per transaction type. When there isn’t a space to upload a specific document—for example, a cost adjustment or an adjusted exchange rate, and this is still required by the law—the system can be configured to create a source document based on required transaction and upload it to the related GL register automatically.

After the document is uploaded, it can’t be deleted or modified as an attachment during the Retention Policy period. You can also set up the Max. Document Size to prevent uploading big documents and a Retention Policy to set the requirements for keeping attached documents.