Hello all,
I am fairly new to Business Central. I can import Customer lists using a configuration package. Do journal entries, set up Chart of Accounts and Financial Statements etc...
I only currently have Holding companies with intercompany GL for payments and no bank accounts in those. So it works fine.
But I am setting up an operating company and need to bring in journal entries from a CSV from an external source almost daily, Once I figure out the proper configuration package to do that, I will be using those, but as a first test I was going to import one in and map the fields, and am coming to a roadblock.
and used ChatGPT to get these instructions:
#### 2. **Import the File into Business Central**
Once you have the Excel or CSV file ready, follow these steps to import it into Business Central:
1. **Go to General Journals**: Navigate to **Finance** → **General Ledger** → **General Journals**.
2. **Select Your Journal Batch**: Choose the journal batch you created for loan transactions (e.g., "Loan Transactions").
3. **Import the File**: In the General Journals window:
- Select **Actions** → **Functions** → **Import from Excel** (or CSV, depending on your setup).
- Choose the file you prepared.
- Map the fields in your file to the corresponding fields in Business Central (Account No., Debit, Credit, etc.).
4. **Review the Imported Data**: After the import, review the journal lines to make sure the amounts, accounts, and descriptions are correct.
5. **Post the Journal**: Once everything looks good, you can post the journal entries.
The above is a basic way of using an existing Excel format from another software to bring in journal entries without doing completely manually, or Edit in Excel with Copy and Pastes. I eventually want to be using configuration packages, which I want to figure out later. I can't figure out Import from Excel as I seem to be missing the function highlighted in yellow.
Is it buried somewhere else, does a setting need to be turned on, an add-on above and beyond the Excel one to use Open in Excel or Edit in Excel???
Any thoughts or advice appreciated,
Cedric
