Skip to main content

Notifications

Business Central forum
Suggested answer

Attach Documents to Recurring Journal Entries

Posted on by 35

I do not see the ability to attach documents, or add notes to recurring journal entries as you can in a standard journal entry. Is this functionality being added in a future release?

  • Terrance Morgan Profile Picture
    Terrance Morgan 515 on at
    RE: Attach Documents to Recurring Journal Entries

    During an often hectic month-end closing, some journal entries are posted before the necessary supporting documents are attached. When attempting to create the attachment to a posted journal entry, the “New” button isn’t active.

    How to Create Attachments to Posted Journal Entries

    Your system administrator can fix this issue related to posted journals and allow for attachments at the batch and line level.

    The initial default setup of the Active document tables will be empty. Adding a couple of tables and marking the tables as always active will allow for attachments to posted journals. The Active document table form is found in the “Document management” section of the “Organizational administration” module.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Attach Documents to Recurring Journal Entries

    Hi,

    If you think this is missing standard functionality, then raise this as a product suggestion via https://aka.ms/bcideas . Based on priority and technical triage, we will be looking into it.

    Thanks.

  • cetas Profile Picture
    cetas 230 on at
    RE: Attach Documents to Recurring Journal Entries

    hi,

    Navision 2016 nor BC does not provide this feature by default, by customisation it can be done.

  • Jharvey613 Profile Picture
    Jharvey613 35 on at
    RE: Attach Documents to Recurring Journal Entries

    If you are accruing an invoice, which is done on a recurring journal entry, would you not want to attach a copy of the invoice accrued?

  • Suggested answer
    cetas Profile Picture
    cetas 230 on at
    RE: Attach Documents to Recurring Journal Entries

    I don't think it will be added in BC  because in standard Navison 2016 also you cannot attach a document in recurring journal, also in my understanding there is no need to attach any, if anything must be added it can be added in the standard journal only.

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

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans