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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Copy paste Journal bat...
Finance | Project Operations, Human Resources, ...
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Copy paste Journal batches and Journal entries in D365 F&O

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Posted on by CU11111452-0 18
Hello,
 
Is there a Feature which allows Users to do the below two functions in D365 F&O:
 
- Copy a Journal batch and re-use that same batch? Difference is the Journal batch number will be different but the Journal lines remain the same
- Within a Journal batch, Users can /copy/ an existing line and /paste/ the exact line with a different Voucher number?
 
Looking forward to your response.
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,200 Super User 2025 Season 2 on at
    Copy paste Journal batches and Journal entries in D365 F&O
    Hi,
     
    There is a journal template feature available in Dynamics 365 Finance. You can read about this option here: Create a journal entry using template - Finance | Dynamics 365 | Microsoft Learn
  • CU11111452-0 Profile Picture
    CU11111452-0 18 on at
    Copy paste Journal batches and Journal entries in D365 F&O
    Thank you both for the response.
     
    Billur - they are currently using Periodic Journals but this specific journal entry is not recurring. Plus, they want to avoid multiple mouse clicks to copy 1-2 Journal entries.
     
    Anthony Blake -  I advised them to use Excel Add-In unfortunately they are looking for this function directly in D365, while they are entering transactions in Journal batches. Like how we are able to copy paste data directly on a spreadsheet versus opening another form to enter data.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 18,192 Most Valuable Professional on at
    Copy paste Journal batches and Journal entries in D365 F&O
    I
    I suggest you to use periodic journals. So that you can copy easily.
  • Suggested answer
    Anthony Blake Profile Picture
    Anthony Blake 2,604 Super User 2025 Season 2 on at
    Copy paste Journal batches and Journal entries in D365 F&O

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