Auto Fill / Auto-complete descriptions for Journal Entries

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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

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Alireza Eshaghzadeh 14,755 Super User 2025 Season 2 on at

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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

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Hana Xue Microsoft Employee on at

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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

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Kevin Xia Microsoft Employee on at

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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

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