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Small and medium business | Business Central, N...
Suggested Answer

Posting to numerous entities with one template

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Posted on by 5

Is there a way to post entries that affect numerous entities within one template?  For example, we have an accountant who pulls all interest payments from the bank download which encompasses numerous entities bank activity into one spreadsheet.  We would like to create a template that then encompasses the journal entries that need to be posted across all of the entities that had activity.  This would be more efficient than having to create separate spreadsheets for each entity.  For example:

Transaction;

Interest Income  $250 each for 15 entities seen on the cash sheet for the 15 companies.  Within one template designate you want to post Db Cash Credit to interest income for $250 for each of the companies.

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  • Suggested answer
    Dallefeld Profile Picture
    235 User Group Leader on at

    This is possible with a customization as the program must execute a ChangeCompany command to populate the data in the various entities

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Good use case for power automate. Different scenario but this gives you an idea of how you can have parallel branches for different BC companies doing the same thing. Your source could be an excel saved in OneDrive for example: joshanglesea.wordpress.com/.../

    Replace any mentioning of HTTP with the bc connector

  • Suggested answer
    YUN ZHU Profile Picture
    102,765 Super User 2026 Season 2 on at

    Hi, can you try the Company Hub feature?

    More details: 

    https://docs.microsoft.com/en-us/dynamics365/business-central/company-hub-add-company

    https://yzhums.com/1289/

    pastedimage1654134517270v1.png

    If you need to develop, it is recommended to use the report of Excel Layout, it feels very convenient to do this.

    Or, you can try Power BI.

    pastedimage1654134793368v2.png

    Hope this helps as well.

    Thanks.

    ZHU

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