Post a question

News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... How to create a templa...

Finance | Project Operations, Human Resources, ...

Suggested answer

How to create a template to import an invoice journal

Like (1) Share

Report

Report

Posted on 14 Mar 2025 02:36:06 by Mike Agostini

18

Can someone please provide instructions on how to create a template to to import an Invoice journal.

Thanks

Categories:

Dynamics 365 Finance

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Bharath jain 1,021 Super User 2025 Season 1 on 14 Mar 2025 at 09:50:10

Like (0)

Report

How to create a template to import an invoice journal

Hi Mike,

If you want to modify or to create your own template for importing data, follow the below steps

Go to organization & administration > setup > Document templates. Download the standard template for invoice journal, modify the changes save it.

Create a new template and upload the modified excel.

Regards,

Bharath Jain.
Suggested answer

VaHiX 5,646 Super User 2025 Season 1 on 14 Mar 2025 at 04:19:52

Like (0)

Report

How to create a temape to import an Invocie jounral

Did you check these articles:

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/tasks/create-journal-entry-template

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/open-lines-excel-journals-documents

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 292,884 Super User 2025 Season 1

#2

Martin Dráb 231,748 Most Valuable Professional

#3

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans