web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can the offset transac...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can the offset transaction text by auto-populated from the line description field

(1) ShareShare
ReportReport
Posted on by Simon Marshall 4
Hi
 
Does anyone know as part of General Journal - can the offset transaction text by auto-populated from the line description field when creating/posting a single line journal? 
 
I've noticed with Financial Tag, the tag is automatically copied to the offset tag, would be great if there was an option to do this with the line description/offset transaction text..
 
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,231 Super User 2025 Season 2 on at
    Hi Simon,

    In case you leave the offset transaction text field empty, it will use the description as transaction text. Why do you want to populate this field with the same value if it will use the transaction text from the description field? 
    There is no functional support for this. You can consider a customization if you insist on copying the value.
  • Suggested answer
    Simon Marshall Profile Picture
    Simon Marshall 4 on at
    Hi Andre,
     
    Many thanks for your reply and apologies for taking so long to reply.
     
    In the example above - I just posted the test journal thinking the offset text auto-populates from the description, like you state, however it doesn't.
     
    I was maybe hoping that Financial Tag's, which does mirror to Offset Financial Tag automatically without the user re-selecting would be mirrored with Description & Offset Transaction Text.  That doesn't appear to be the case, so we will work with that.
     
    Exported journal

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 384 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans