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General Journal - Adding template to Open line in Excel

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Posted on 28 Mar 2025 13:17:12 by CU29041349-0

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Hello:

I have a custom Excel template I am looking to make available with the General journals form, specifically within the Open lines in Excel dropdown. This new template is a modification (adding a few additional fields) of an existing template, but I do not want to replace the existing template. I haven't had any success uploading it through Document templates. I understand this may require X++ code?

Thanks

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Dynamics 365 Finance

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Arvind Bharti 27 on 31 Mar 2025 at 10:46:22

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General Journal - Adding template to Open line in Excel

Through document template , you might need to select the legal entity while upload and keep the name same as data entity name which you would exported. This can show both standard and new one
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Ramesh Kumar 1,995 on 29 Mar 2025 at 18:50:04

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General Journal - Adding template to Open line in Excel

Yes, you're right. To add a custom Excel template to the "Open lines in Excel" dropdown in Dynamics 365 Finance, this can indeed require some X++ customization

Thanks

Ramesh

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Jonas "Jones" Melgaard 3,244 Super User 2025 Season 1 on 28 Mar 2025 at 22:05:39

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General Journal - Adding template to Open line in Excel

You most likely need to make a customization for it,

I wrote a blog post about how to do it with inventory journals some time ago, but it should work the same as with general journals: https://melgaard.nu/missing-excel-templates-in-inventory-journals/