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"Description" in Trial Balance

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Posted on by EM-16050900-0

Hi, we have added a /description/ rule for vendor invoices in ExFlow and when I look in Trial Balance on, for example, rent I see the description as below:

Vendor namn/Vendor account/invoice number

I would like to add a similar description for the customers. Because when I look at /Sales of goods export/ the description is empty.

How do I do that?

Thank you

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Hana Xue Microsoft Employee on at

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"Description" in Trial Balance

Hi,

Is your problem solved? If the answer is helpful, please mark it as verified to help more people.

Best Regards,

Hana
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BillurSamdancioglu 15,811 Most Valuable Professional on at

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"Description" in Trial Balance

Have you setup default descriptions? For customer - invoice - customer and customer - invoice - ledger. If so please share definition.
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Gaurangkumar Jani 4,511 User Group Leader on at

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"Description" in Trial Balance

Hi there,

For any transaction created in subledger with specific process (other than GL Entry) needs Default Description to be configured to get the description to Voucher Description.

Please follow the link provided in previous comment by Hana Xue.

Thanks,

Gaurang
Hana Xue Microsoft Employee on at

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"Description" in Trial Balance

Hi,
In FO you can add additional text to the default description for some transaction types, but not all. Some supported transaction types include:

Customer invoices

Customer credit notes

Customer cash payments

Vendor payments

Sales orders

Purchase orders

Inventory journals

Master planning (MRP)

Fixed assets

You can check this article to set default descriptions. Set up default descriptions for automatic posting - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana