Importing and Editing Journal Entries in Dynamics 365 Business Central

Edit in Excel Feature

Question

You have a Microsoft Excel file that includes journal entry data that must be imported into Dynamics 365 Business Central.

This file was previously imported into a General Journal batch.

You receive an updated version of the file that includes corrections, deletions, and new journal entries.

Which two actions can you perform by using the Edit in Excel feature? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

AE.

The Edit in Excel feature in Dynamics 365 Business Central allows you to make changes to your data in Microsoft Excel, and then synchronize the changes back to Dynamics 365 Business Central. This feature can be used to modify and manage journal entry data that has been imported into Dynamics 365 Business Central.

In this scenario, you have an Excel file that contains journal entry data that has already been imported into a General Journal batch. Now you have received an updated version of the file that includes corrections, deletions, and new journal entries. You can use the Edit in Excel feature to make changes to the journal entry data and synchronize the changes back to Dynamics 365 Business Central.

Based on the given options, the two actions you can perform using the Edit in Excel feature are:

A. Modify an existing line in a General Journal batch: You can use the Edit in Excel feature to modify an existing line in the General Journal batch. You can change the amounts, account numbers, posting dates, or any other details of the journal entry line. Once you have made the changes, you can synchronize them back to Dynamics 365 Business Central.

E. Delete an existing line from a General Journal batch: You can use the Edit in Excel feature to delete an existing line from the General Journal batch. If you need to remove an incorrect or outdated journal entry, you can simply delete the corresponding line in Excel, and then synchronize the changes back to Dynamics 365 Business Central.

Note that the Edit in Excel feature does not allow you to post, insert, or request approval for journal entry lines. To perform these actions, you need to use the relevant features in Dynamics 365 Business Central.