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Dynamics 365 Community / Forums / 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

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Posted on by Mike Agostini 22
Can someone please provide instructions on how to create a template to to import an Invoice journal.
 
Thanks
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Vahid Ghafarpour Profile Picture
    Vahid Ghafarpour 12,266 on at
  • Suggested answer
    Bharath jain Profile Picture
    Bharath jain 1,578 Super User 2026 Season 1 on at
    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.

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