excel add dimensions not working in office 365 when General Journal account type as Bank

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Posted on by Vaibhav S

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Hi Experts

We are using the Excel Add-in or Open in Excel functionality to upload Journal Lines.

We observed that while uploading General Journal when we choose Account Type as BANK. System is not updating the Financial Dimensions. Particularly Custom ones.

If we choose Default Dimension option then also system is not updating it.

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Ludwig Reinhard Microsoft Employee on at

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RE: excel add dimensions not working in office 365 when General Journal account type as Bank

Hi Vaibhav S,

Have you checked what findims have been selected in the 'financial dimension configuration for integrating applications' form?

Please ensure that your findims are selected there.

If this does not help, then have a look at the following docs site:

docs.microsoft.com/.../dimensions-overview

Best regards,

Ludwig

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: excel add dimensions not working in office 365 when General Journal account type as Bank

Hi Vaibhav,

Can you share a screenshot of the columns you are using in your Excel template?

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julia146 on at

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RE: excel add dimensions not working in office 365 when General Journal account type as Bank

Hi Vaibhav,

Go to Financial dimension configuration for integrating applications, make sure you add the custom dimension to default dimension format.

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