Periodic journal

Dynamics 365 Finance

The article discusses the use of the periodic function in Dynamics 365 to copy and paste journal templates.
The periodic function is a way to avoid reinserting the same entry from the beginning and can be used as an alternative to the voucher template.
The article explains the process of creating a periodic journal in Dynamics 365, which involves going to General ledger > Journal entries > Periodic journals.
To create a periodic journal, the user needs to insert the recurrency time information, including the unit of measure (such as day, month, year, or all), the number of units before a recovery, and the last date to consider as the start date calculation for the next recovery.
The article also explains how to retrieve a periodic journal in Dynamics 365 by going to General ledger > Journal entries > General journals and launching the "retrieve the journal" function.
When retrieving the journal, the user can indicate the posting date to propose, the from date to roll-up to recover the periodic journal (based on the last date), and choose whether to copy or move the periodic journal.
The article highlights that the system correctly recovers the periodic journal and updates the last date in the periodic journal.
Overall, the article provides a step-by-step guide on how to create and retrieve periodic journals in Dynamics 365, offering a useful feature for managing journal entries efficiently.

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