Skip to main content

Save Standard General Journals in Business Central

 

Introduction:

With Business Central getting stable, Microsoft is adding more features in order to make the lives of Users easier.
One such feature I would like to discuss is the Standard Journals in General Journal.

Pre-requisites:

Microsoft Dynamics Business Central (OnPremise or SaaS)
Understanding of General Journals

Books & References:

https://docs.microsoft.com/en-us/dynamics365/business-central/ui-work-general-journals

Demonstration:

1. Open General Journal and create Entries:
You can do a search in Business Central for General Journal and select General Journal Batch which will open the General Journal.

You will need to add Journal Entries as usual. Basically these entries are the ones that you will be repeating over a period of time.
For Eg: Recurring G/L to G/L Transfers

Create General Journal Entries

2. Save Entries with/without Amounts:
On the General Journal, click Save Entries in General Journal which will open a form to ask you the basic details.
Open General Journals > Actions > Functions > Save as Standard Journal

Save as Standard Journal


Save General Journals with/with Amount
Provide the Standard General Journal Code and Description. If you select Save Amount, the amount will be saved and can be retrieved during 'Get Standard Journals'.

3. Retrieve General Journal Entries:
You can retrieve your entries that are already saved in Standard General Journal.
Open General Journals > Process > Get Standard Journals
Get Standard Journals


Select the Standard General Journal

All your Saved Standard Journal Entries will be retrieved back.

Conclusion:

This feature helped me and my clients save a lot of time in our day-to-day activities.
I hope this feature makes your life easier as well.

Thanks. Cheers!!

Comments

Popular posts from this blog

Something went wrong. An Error occurred - Error Resolution

Introduction: With the installation of NAV 2018 or BC On-premise, I have observed that when creating New Server Instance and New WebServer Instance, you will get the error 'Something went wrong. An Error occurred '. I referred to the community questions below but didn't find my resolution. Hence, I decided to write this blog. Pre-requisites: Microsoft Dynamics Business Central - On-Premise / NAV 2018 Understanding of Business Central Authentication  Books & References: https://community.dynamics.com/nav/f/microsoft-dynamics-nav-forum/261301/nav-2018-web-client-an-error-has-occurred https://community.dynamics.com/business/f/dynamics-365-business-central-forum/421987/error-something-went-wrong-an-error-has-occurred-azure-ad-tenant Demonstration: 1. Creation of NAVServerInstance: In order to create NAVServerInstance, you can either add the Server Instance through Business Central Administration or Powershell command. Add Instance - Business Central Administration Add Insta...

How to resolve 'Edit in Excel' issues

  Introduction: As you know that D365 BC offers Edit in Excel functionality. But manipulating or customizing such a  standard functionality is difficult as there is not much control available. Hence, solving issues is also a difficult task. I will be resolving the issue for this specific issue, however, the debugging steps are similar. Pre- requisites : ODATA V4 Connectivity tool for Webservices Microsoft Dynamics 365 Business Central Books & References: https://community.dynamics.com/business/f/dynamics-365-business-central-forum/448226/issue-with-excel-add-in/ Demonstration: The way Edit in Excel works is that for a given page a Webservice is created adding PageID and Page Name. Hence, there are some Webservice connectivity checks in place to validate. 1. Edit in Excel Custom Action on the page: If you are adding Edit in Excel Action on the page, please ensure that you are providing appropriate PageName and Filter criteria as Webservice is using these parameters Refer Ed...

How to Upgrade Data from Microsoft Dynamics NAV to Microsoft Dynamics Business Central On Premise - Part 1

Introduction: The launch of the Microsoft Dynamics Business Central gave way to upgrades from Microsoft Dynamics NAV to Microsoft Dynamics Business Central. This blog is about sharing my experiences with Business Central Upgrade from NAV 2017. However, for different versions of NAV, a set of steps are to be followed to get to NAV 2017 and then upgrade to Business Central On-Premise. Pre- requisites : Microsoft Dynamics 365 Business Central Microsoft Dynamics for NAV Microsoft SQL Server Management Studio (SSMS) Powershell ISE Understand NAV to BC Upgrade Considerations -  Click here Understand Upgrade Path -  Click here Books & References: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/upgrade/upgrade-considerations#online https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/upgrade/upgrade-paths https://www.sauravdhyani.com/2018/10/msdyn365bc-data-upgrade-to-microsoft.html Demonstration: Microsoft Dynamics NAV to Microsoft Dynam...