Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Import Journal lines i...
Finance forum
Answered

Import Journal lines in D365

Posted on by

Hi

I am trying to import payment general lines using the "open lines in excel" feature it gives me the export for journal template in excel and i have the dynamics add ins in excel. Filling the lines when i publish the workbook it doesn't reflect in the journal in D365, in fact it does nothing. Am i missing something in the process ? Please help

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import Journal lines in D365

    Hi, I'm not sure if this is that you need but tried with: Data Management using >Vendor invoice journal header and Vendor invoice journal line  Entities

  • RE: Import Journal lines in D365

    Hello ievgen Miroshnikov,

    Yes, it was one of the issue thanks for the help.

  • RE: Import Journal lines in D365

    Yes, it works thanks

  • Verified answer
    Syed Fasih Profile Picture
    Syed Fasih 2,442 on at
    RE: Import Journal lines in D365

    Quick question, when you populate lines on excel, did the color of the lines changed with alternate shades of blue? If the color of line do not change, then perhaps you need to click enter on the first line of the excel template to make sure that excel template is properly tagged.

    Let me know if this works.

  • Henrik Larsen Profile Picture
    Henrik Larsen 646 on at
    RE: Import Journal lines in D365

    What platform version of D365FO are you using? There have been issues in the past.

  • Verified answer
    Mea_ Profile Picture
    Mea_ 60,274 on at
    RE: Import Journal lines in D365

    Hi Syed Ehtesham Ahsan,

    When you click on "Open lines in Excel" it gives you several templates. Each template supports predefined account and offset account types, so please check that account type is correct.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,459 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,783 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans