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Small and medium business | Business Central, N...
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Edit Journals in Excel - Saving Formatting Changes Made Through Design

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Posted on by 10

Hi,

Is there a way to save changes made to the format of the excel edits so that it stays the same each time when trying to edit journals through excel?

At the moment, I'm adding and taking away columns through the design function, however when I next try to edit journals, the format goes back to default and I'm having to repeat the same process again...

I'm sure there must be others who have come across the same situation so would be really grateful to see how you all have gone around this! (Maybe there's a save button that I've completely missed?)

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi there,

    Just wondered if you ever were able to resolve the date formatting refresh with edit-in-excel as we have the very same query from our users..?

    Kind regards

    Sue

  • NODODS Profile Picture
    10 on at

    Hi Sue,

    It ended up being quite an easy fix actually!

    So first you make the changes you need, adding/removing columns you don't need through the design function, and then all you really need to do is save the excel file somewhere on your computer.

    Next time you open up the file it will have saved the formatting!

    You just paste your data into the cells and publish and it should go through to BC automatically.

    Hope this helps!

  • Community Member Profile Picture
    on at

    Thanks for the quick response!

    I think I must be doing something wrong here as I did exactly that, but when I re-open my excel template and the data refreshes - the date format has reverted back to YYYY-MM-DD.  I wonder do you have auto-refresh switched off or does this still work fine for you?

  • NODODS Profile Picture
    10 on at

    Yes, so I changed the formatting in excel and then saved it

    When re-opening it seems to have kept the formatting of the dates for me...

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