web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Auto post journals

(0) ShareShare
ReportReport
Posted on by 80

Dear All,

I have a requirement to auto post the journal once the final approval is done.

I have checked in all journal related workflows but could not find any option to set the auto posting action in journal.

Is there anything in journal form or any setup?

Please looking for the input.

Thanks.

I have the same question (0)
  • Verified answer
    SouravDam Profile Picture
    11,730 on at

    Hello PujariD365,

    Have you checked the Post journals option available in General ledger module?

    It will give you the desired output you are looking for.

    Kindly check and update.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • PujariD365 Profile Picture
    80 on at

    Thanks for fast response!

    Can you please elaborate this like how to check this and how things need to fix?

    Currently I am not able to connect to my customer due to some problem.

  • Verified answer
    SouravDam Profile Picture
    11,730 on at

    Hello PujariD365,

    In context to your 1st comment; just want to mention --- there is no such setup available in workflow design which can help you to post journals automatically.

    You can set automatic completion action for workflow only and that is also in specific workflows.

    General ledger > Journal entries > Post journals.

    2541.JPG

    Click Select.

    534054.JPG

    You can click on Add and add the fields whatever is required for you.

    For example; below I have set for testing purpose.

    --- Journal type (set type of journals for which you want to run this automatic posting)

    --- Name (select the journal names). I have selected a range of journal names what I have.

    --- Workflow approval status (set as 'Approved')

    640531.JPG

    Now this "Approved" does not mean the last approver. It means the approval status of the document.

    Click on OK.

    Set the recurrence as shown below. Set the "No end date" check box enabled. Set the recurrence pattern and set the count.

    4617.JPG

    Once you click on OK, the batch job "Post journals" will be added in the batch queue.

    Then just create the journals with any of the journal names for which you created the batch job.

    Complete the approval process.

    Once the approval is completed, you will find the journal is posted automatically.

    You can check the details in the same batch job history as well.

    Kindly check and provide feedback in the Forum.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • PujariD365 Profile Picture
    80 on at

    Many thanks for the solution.

  • kumaarr Profile Picture
    10 on at

    I tried the same thing, but this has not worked for me. Can you provide any other solution or workaround if the above solution does not work.

    Actually, after following the same steps I was able to post the pending journals that were approved. But when again I create a new journal and then after the approval in the workflow, it does not automatically get posted.

  • Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    Hi,

    Can you create a new post with your issue? this post is two years older.

  • Suggested answer
    kumaarr Profile Picture
    10 on at

    Hi I need to auto post the journals. I have tried the same steps mentioned but auto post is not working. Can you help me with this.

  • Community member Profile Picture
    2 on at
    If anyone has a way to do this, please explain the steps in a video. Thank you everyone
  • CU17071754-0 Profile Picture
    2 on at
    Hey Sourav,
     
    can we post selected journals with post journals?
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 611 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans