Creating journal format in Excel and uploading into d365 Finance and Operations

(2) Share

Report

Posted on by ED-20050106-0

Hi,

I need a lead to assist understanding to table entries in a journal format which I could upload into d365. this specific task I do everyday takes at least 2 hours, please.

Thanks

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Martin Dráb 239,805 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Okay, can tell us more about what you're looking for?

Was this reply helpful? Yes No
Saalim Ansari 708 on at

Like (1)

Report
Copy link

Link copied!
Hii,

Let Me Help Further

If you share:

Which journal type you use daily

Sample fields or Excel sheet

Any existing automation or manual process

Was this reply helpful? Yes No
Anton Venter 20,694 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

In a nutshell, you create a journal in F&O and then open the journal lines in Excel using the "Open in Excel" button at the top right. Add more fields that you need, add data and publish to F&O.

Publish journal lines and documents from Excel

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

Was this reply helpful? Yes No