News and Announcements icon

Dynamics 365 CommunityForums Finance forum Noob Question for a Jo...

Finance forum

Unanswered

Noob Question for a Journal Shortcut

(1) Share

Report

Report

Posted on by SavvasD

6

Hello Dear Expert Community

Is there a simple way once in the Lines menu in a Journal Batch to copy a line to the next line? Ie can I COPY one line to a new line to avoid the pain of creating new lines or can I duplicate a line which is the same thing?

Thanks in advance.

Kind regards,
Savvas

Categories:

Development / Customization / SDK

All responses Img

All responses (3)

Answers Img

Answers (0)

Adis 2,305 on at

Like (2)

Report

Noob Question for a Journal Shortcut

Hey,

I agree with the suggestion of using the excel add in.

Just a general hint:

In case you are "reusing" the same lines over a period. Consider working with Periodic journals.

You can create journals here, that function as a template.

In the general journal you can retrieve the lines from these journals.

Kind regards, Adis
Raj Borad 410 on at

Like (1)

Report

Noob Question for a Journal Shortcut

Hi,

An Excel add-ins functionality is the best for your requirement.
Jonas Feddersen Mel... 339 on at

Like (2)

Report

Noob Question for a Journal Shortcut

Hi Savvas,

No questions are noob questions, all questions are awesome (-:

I'm not 100% sure of where you are in the application, but I think you are in a general journal voucher.

There are no good ways to copy a line in ledger journals, unfortunately. My best advice is to use Excel to do the manipulation.
You can do it by clicking on the Office icon on the upper right, and then select "General journal line entry"

Let me know if you need more info

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,552 Super User 2024 Season 2

#2

Martin Dráb 228,552 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans