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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Moving JVs to another G/L
Small and medium business | Business Central, N...
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Moving JVs to another G/L

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Posted on by MK-18090810-0 21
I wish to move selected Journal Transactions ( based on Dimension filter) on one G/L  to another G/L. Is there any way for this?
  • Nyakinyua Profile Picture
    Nyakinyua 55 on at
    Moving JVs to another G/L
    Once journal transactions have been posted, you cannot directly modify the G/L accounts in the posted entries because they are part of the financial history. The only way to "move" the posted transactions to another G/L account is to reverse them and then repost them with the correct G/L account
  • Suggested answer
    Andy Wingate Profile Picture
    Andy Wingate 320 on at
    Moving JVs to another G/L
    Hello,
     
    You cant 'move' the postings, you simply journal them, create a journal to back out the incorrect posted lines and re-post to the correct G/L.
     
    This is the essence of a ledger - its a (mostly) immutable record of activity.
     
    Hope that helps..
     
    Best 
    Andy
  • MK-18090810-0 Profile Picture
    MK-18090810-0 21 on at
    Moving JVs to another G/L
    These are posted transactions.
  • Suggested answer
    Nyakinyua Profile Picture
    Nyakinyua 55 on at
    Moving JVs to another G/L
    Are the Journal Transactions Posted? If not then consider using Configuration Packages, Export the filtered data from the configuration package into Excel( Hoping this is Table 81). In Excel, update the G/L Account No. field for the selected transactions to the new G/L account.
    Import the modified data back into Business Central through the configuration package. Validate the data to ensure that the modifications were applied correctly. 
    Once the modified journal transactions are imported, review them and post them as needed to reflect the changes in the G/L accounts.

     

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