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This was one of the most requested features from the customer community, and because of the complexity of Web Client this was not an easy task, but you asked and its finally here!!!
With the new release you can now import journal entry lines from an excel file using the Paste button on the menu bar of the General Ledger Transaction Entry window. Just like the desktop client, the format of the data in your excel file is the same with the exception that you must not have a header line on your file. In my below example, the first row contains headers that describe each column. NOTE: There is no header information in the Excel document
To access this feature in Web Client, Expand the Area Pages menu on the left navigation pane and click on Financial Microsoft Dynamics GP menu, then under Transactions, Financial, Click General. This opens the Transaction Entry window with a new Journal Entry. Click the ‘Paste’ button on the menu to open a Browse window, where you can select the Excel file holding your Journal Entry data. This is slightly different from the Desktop Client as we do not actually paste the data, all data on the selected excel file will be imported to your Journal Entry.
Browse to the location of the Excel file, select it on the list and click the Open button.
Upon Clicking the Open button, the Journal Entry lines from the Excel file will be pasted/imported into the window. A spinning circle indicating that the process is still working will appear between the SmartList link and the User Date on the Microsoft Dynamics GP Menu Bar. This will disappear once the process has completed. Please wait for the process to complete before continuing to other activities in your Web Session.
A report will print only if there are errors detected in the file such as invalid accounts.
Note: The Paste button will only be enabled if you are entering a new Journal Entry. Existing Journal Entries are not compatible with this feature in the Web Client or Desktop Client.
Note: All data on the Excel file will be pasted into a single Journal Entry, so you must have one file per Journal Entry that you are intending to upload.
Transaction in web client after the above process.
For more documentation on our new features please check out our Microsoft Dynamics GP New Feature Blog Series!
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