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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cant make use of the c...
Finance | Project Operations, Human Resources, ...
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Cant make use of the custom excel template

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Posted on by zyir 138
Hi,
 
I downloaded /VendorPaymentJournalTemplate/ and made some modification to it, then uploaded into the system using /Document Template/ as shown in the image attached,
 
 
Even after a successful upload i can still make use of the new template, Please can anyone advice or help.
 
 
Thank You.
 
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,516 Super User 2025 Season 1 on at
    Cant make use of the custom excel template
    Hi Zyir,
     
    This is different compared to most of the forms in Dynamics 365 where user templates will be available with help of the configuration on the Document templates form. On journal forms, the list with available templates is done by Microsoft with coding. You would need to extend this to add your custom templates. 

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