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Save Standard General Journals in Business Central

Olister Rumao Profile Picture Olister Rumao 3,959

 

Introduction:

With Business Central getting stable, Microsoft is adding more features in order to make the lives of Users easier.
One such feature I would like to discuss is the Standard Journals in General Journal.

Pre-requisites:

Microsoft Dynamics Business Central (OnPremise or SaaS)
Understanding of General Journals

Books & References:

https://docs.microsoft.com/en-us/dynamics365/business-central/ui-work-general-journals

Demonstration:

1. Open General Journal and create Entries:
You can do a search in Business Central for General Journal and select General Journal Batch which will open the General Journal.

You will need to add Journal Entries as usual. Basically these entries are the ones that you will be repeating over a period of time.
For Eg: Recurring G/L to G/L Transfers

Create General Journal Entries

2. Save Entries with/without Amounts:
On the General Journal, click Save Entries in General Journal which will open a form to ask you the basic details.
Open General Journals > Actions > Functions > Save as Standard Journal

Save as Standard Journal


Save General Journals with/with Amount
Provide the Standard General Journal Code and Description. If you select Save Amount, the amount will be saved and can be retrieved during 'Get Standard Journals'.

3. Retrieve General Journal Entries:
You can retrieve your entries that are already saved in Standard General Journal.
Open General Journals > Process > Get Standard Journals
Get Standard Journals


Select the Standard General Journal

All your Saved Standard Journal Entries will be retrieved back.

Conclusion:

This feature helped me and my clients save a lot of time in our day-to-day activities.
I hope this feature makes your life easier as well.

Thanks. Cheers!!

This was originally posted here.

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