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Add Financial Dimensions in Excel template in Microsoft Dynamics 365 Finance and Operations apps

Rahul Mohta Profile Picture Rahul Mohta 21,032

Add Financial Dimensions in Excel template in Microsoft Dynamics 365 Finance and Operations apps

  1. Open Search document templates
  2. Search for LedgerJournalLineEntryTemplate
  3. Download  and ensure file name is LedgerJournalLineEntryTemplate (as this needs to replace existing document)
  4. click design in Excel

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  • Add main account financial dimension and offset account financial dimensions

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  • Publish changes from Excel template
  • Update existing/Upload new - document template for ledger journal entry with FinancialDimensions

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