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Auto posting of periodic Journal

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Posted on by RV-05050739-0

Can a periodic journal be setup in a way that it auto post?

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Dynamics 365 Finance

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Abhilash Warrier 5,426 Super User 2025 Season 2 on at

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Hi,

Periodic Journals in Dynamics 365 Finance and Operations (D365 FO) can be set up to auto-post, but it requires configuration and possible customization.

Steps to Enable Auto-Posting of Periodic Journals

Set Up a Periodic Journal:

Navigate to General Ledger > Journal Entries > Periodic Journals.

Create a new periodic journal template with required accounts and amounts.

Create General Journals

Define Recurrence Schedule:

Use the "Recurrence" option to set how frequently the journal should be created.

Choose daily, weekly, monthly, or custom intervals.

Enable Batch Processing:

Schedule the journal to be posted automatically at predefined intervals.

Customize via X++ (Optional):

If auto-posting is not available through standard functionality, a developer might need to customize the LedgerJournalTable class to bypass manual intervention.

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RV-05050739-0 24 on at

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Hi @Abhilash Warrier

Thanks for the response. Would the journal be retrieved automatically as before auto posting?

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Arvind Bharti 720 Super User 2025 Season 2 on at

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Hi,

Retrieval wouldn't be automatically but once retrived posting can be auto as mentioned in the below comment.

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RV-05050739-0 24 on at

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Thanks @Arvind Bharti

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