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Copy paste Journal batches and Journal entries in D365 F&O

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Posted on by CU11111452-0

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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André Arnaud de Cal... 291,904 Super User 2024 Season 2 on at

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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 18 on at

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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.
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BillurSamdancioglu 16,312 Most Valuable Professional on at

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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.
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Anthony Blake 2,232 Super User 2024 Season 2 on at

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Copy paste Journal batches and Journal entries in D365 F&O

Sounds like a good use-case for the Excel Add-In:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/office-integration?context=%2Fdynamics365%2Fcontext%2Fcommerce#excel-data-connector-add-in

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/office-integration-edit-excel

Copy paste Journal batches and Journal entries in D365 F&O

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