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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Attaching documents to...
Finance | Project Operations, Human Resources, ...
Answered

Attaching documents to multiple journal lines

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Posted on by AR-03090749-0 28
Hi all,
 
Is it possible to attach a document to multiple journal lines at once or does it have to be a separate attachment for each single journal line? 
 
Example: 
 
I have added an attachment to the first line in this general journal:
 
The second lines does not have any attachments, but I want this line to have the exact same attachment as the first:
Categories:
Dynamics 365 Finance
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 240,827 Most Valuable Professional on at
    When you attach a document to a line A, it's indeed attached to line A. Line B has its own set of attachments (currently empty).
     
    If the document applies to all lines, you should attach it to the journal header, not to individual lines.
     
    If you need the same document linked to selected lines, you'll either have to attach it to each line individually, or you'll need some kind of customization.
     
    (Moved from D365 general forum.)
  • DH-17110421-0 Profile Picture
    DH-17110421-0 2 on at
    I have the same question and your answer Martin sounds great.  However, where do I find the journal header to attached the document to?
  • Martin Dráb Profile Picture
    Martin Dráb 240,827 Most Valuable Professional on at
    To open a list of general journals, use General ledger > Journal entries > General journals. These are journal headers and you can attach documents to them (if enabled by configuration).
     
    You're talking about lines, which is where you get when you select a particular journal header and press Lines button.

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