Validate Purchase Totals Before Posting in Business Central

Tired of mismatches between vendor invoices and your system entries? Business Central now offers a global feature to help ensure accuracy before posting purchase documents. 

By enabling “Check Doc. Total Amounts” in the Purchases & Payables Setup, users must enter and validate the total invoice amount (incl. tax) and Tax amount against the purchase lines. 

Ensure accuracy in purchase invoices by validating that header totals (including VAT) match the calculated line totals. 

Below is the step-by-step approach on how to test this out in your environment: 

1. In the search bar, search and navigate into Purchase & Payables setup page. 

2. In the general section at the bottom, toggle on Check Doc. Total Amounts field 

3.  Go to Purchase Invoices page --> Click New and enter header information (Vendor, Dates, etc.) --> Add all relevant line items with quantity, unit cost, VAT codes, etc.

4. In the General section of the Purchase Invoice

Enter:

· Doc. Amount Incl. Tax – The total invoice amount.

· Doc. Amount Tax – The VAT portion of the invoice.

The moment you enter the total invoice amount, the Tax amount gets auto-filled.

5. Click Post.  Business Central will compare: Entered header totals vs. calculated totals from lines. If there’s any mismatch, an error will be shown.

   a) In the below invoice, the header and line totals doesn’t match so an error message pops up not allowing the document to post.

b) From the below invoice, you would be able to post the document since the total invoice amount in the header and line level matches.

This small but powerful control reduces human errors, overpayments, and ensures clean financial records.

Whether you use Purchase Invoices or Credit Memos, this check ensures your lines align with the real invoice before posting.