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Finance | Project Operations, Human Resources, ...
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Importing spreadsheet General journals

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Trying to determine in D365 a simple method for individual users to have their own spreadsheet(s) where they can import into a general ledger journal as needed.  Varying degrees of skill level will be completing the spreadsheet so cutting/copying/pasting needs to be eliminated as much as possible.

Also each dimension item needs to be in it's own cell on the spreadsheet so the user can easily modify without having to know the complete dimension string order.

example department, account, company, each need a separate cell.

Transitioning from Dynamics 2012 to D365.

In 2012 the users could click on a menu item on general journal called gl import and import from a spreadsheet - a notification on success and the record count would display on the screen.  In 2012, each spreadsheet journal has a header tab and a lines tab.  

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  • Suggested answer
    saurabh bharti Profile Picture
    15,033 Super User 2025 Season 1 on at
    RE: Importing spreadsheet General journals

    You can create excel add-in template as per user requirement

    exploredynamics365.home.blog/.../

    Also, to have dimensions as column you need to do small customization for which approach is given my MS:

    docs.microsoft.com/.../dimensions-overview

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    13,585 Super User 2025 Season 1 on at
    RE: Importing spreadsheet General journals

    Hi Valerie H,

    You can create several templates for this import on General journal. You can upload your template on Organization administration > Setup > Office integration > Document template.

    Then you have the possibility to design your document template by adding or removing the fields. As a example. please check the following post:

    exploredynamics365.home.blog/.../

  • Suggested answer
    Ramit Paul Profile Picture
    22,375 Most Valuable Professional on at
    RE: Importing spreadsheet General journals

    Hi,

    User can use out of box excel add-in to import or publish from the spreadsheet.

    However, the dimensions in separate columns isn't a standard fit, yo meet this you need to customize the standard template.

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