Auto Fill / Auto-complete descriptions for Journal Entries

(1) Share

Report

Posted on by Community member

Hi D365 Community,

Does anyone know how to set up -Auto Fill / Auto-complete descriptions for Journal Entries? Basically what the team is trying to do is have the descriptions autofill the same description from the last line completed line in the Voucher. Please let me know. We seem to had this function in DAX12 but do not in 365.

Thank you,

Kevin

All responses (3)

Answers (1)

Verified answer

Alireza Eshaghzadeh 13,585 Super User 2025 Season 1 on at

Like (1)

Report

Auto Fill / Auto-complete descriptions for Journal Entries

Hi,

There is not a standard function to auto fill journal line description while you can use default description for the posted entries based on the trans type. Please check the supported trans type:
Set up default descriptions for automatic posting - Finance | Dynamics 365 | Microsoft Learn
Hana Xue Microsoft Employee on at

Like (1)

Report

Auto Fill / Auto-complete descriptions for Journal Entries

Hi,
As far as I know, in FO it is possible to set a default description for automatic posting, and you can add additional text to the default description for some transaction types, but not all. Some of the supported transaction types are listed in the article: Set up default descriptions for automatic posting - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana
Kevin Xia Microsoft Employee on at

Like (1)

Report

Auto Fill / Auto-complete descriptions for Journal Entries

Hi,

As far as I know, there is no such out-of-the-box feature. You can choose custom development to suit your needs. If you don't have a developer, you can enlist the help of a Microsoft partner who will provide you with a customized service. Refer to this link: Find the right app | Microsoft AppSource.

Best regards,

Kvin