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General journal - no option to open in excel

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Hi all,

I've been investigating how to open a general journal batch in excel and followed the instructions in the link below to add the "EXCEL EXPORT ACTION" permission set.

Cannot open and edit general journal in excel

However, when in a general (or recurring) journal batch I still don't have the option to open in excel.

Could anyone advise on this please?

Many thanks

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Jyotsna NAV 585 on at

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Check whether you have the Permission: EXCEL EXPORT ACTION

Regards

Jyotsna

jyotsnanav.blogspot.com

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Hi Jyotsna, yes I have that permission but no change. It's only an issue on the general journals page as well..

Thanks

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Jyotsna NAV 585 on at

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Did you check it under the action Page > Edit in excel.

Check what kind of permission do you have. Is it No, yes or Indirect.

Also, is it happening for all users?

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Community Member on at

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I included my screenshot in the original question and only "Show fewer columns" is available under "page".

Sorry, I'm not sure how I set the no,yes,indirect against this specific permission set but this is what I have under my user card:

And to confirm, yes this is impacting all users. Thanks

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Jyotsna NAV 585 on at

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Sorry about the screenshot.

If it is happening with all the users, then it might have to do with the Excel Add-in.

Check these links:

docs.microsoft.com/.../configuring-excel-addin

https://www.encorebusiness.com/blog/how-to-set-up-edit-in-excel-for-dynamics-365-business-central-saas/

Let me know if it works!

Regards

Jyotsna

jyotsnanav.blogspot.com

Don't forget to help the community by verifying my answer or at least like the suggestion if it did help in any way. It will let others know that the topic has a verified answer and was beneficial to you.

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No problem at all Jyotsna, and I appreciate your help. We will explore the excel add-in.

Many thanks

Sue

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