Dynamics 365 Finance
Category
May 7, 2024
Published date
Text
Article Type
AI Summary
- The journal voucher template is a function in Microsoft business applications that allows users to copy and paste a previously posted journal entry, eliminating the need to re-enter the same information.
- This feature can be used as an alternative to the periodic journal for recurring postings.
- To utilize the journal voucher template, users can navigate to General Ledger > Journal entries > General journals and select the desired journal that has already been posted.
- Within the selected journal, users can choose the "Save voucher template" function to save the voucher line as a template.
- Users then have the option to choose between a percent or amount template type.
- If the percent template type is selected, the total amount of the new voucher will be inserted during the recovery process, and the amount will be redistributed based on the percentage structure of the template.
- If the amount template type is selected, the same amount as the voucher template will be recovered.
- To create a new journal entry using the voucher template, users can go to General Ledger > Journal entries > General journals and create a new journal. They can then select the "Select voucher template" function to recover the template created and insert the total amount if necessary.Tips:
- To delete a template, users can press ALT+DELETE into the form "Select voucher".
- The percent method allows for reverse entries by inserting the same total amount as the original voucher but with a negative sign, providing an alternative for performing write-offs.
Registered users can view the full text for FREE!
Sign In Now!