EPISODE 88: All about General Journals in Microsoft Dynamics 365 Finance and Operations (Part 1)

Описание: In this episode we will learn the method to record a manual ledger transaction to the dynamics 365 using general journal.
In order to post the general journal navigate to general ledger and general journal section, which shows all open journals that are not posted yet, click the button New to create a new journal header. Alternatively, you can open the workspace General journal processing and create a journal header with the tile New journal. Select a journal name for the new journal in the column Name of the journal list page next and optionally enter a text that explains the transaction in the column Description. If the transaction is subject to sales tax or VAT, the slider Amounts include sales tax on the tab Setup of the journal header controls whether the debit (or credit) amount in the journal lines includes tax.

In order to switch to the journal lines, click on the Journal batch number shown as a link in the grid of the journal list page, or click the button Lines in the action pane.In a transaction that does not refer to subledgers, leave the default option “Ledger” in the column Account type of the journal lines and select the account number with the financial dimensions in the column Account (using segmented entry control). If you want to post to a subledger, select the respective Account type instead of the type “Ledger” and enter the related account number – for example, the vendor number in the column Account with the Account type “Vendor”.

In a single-line transaction, you can enter the account and the offset account (including applicable financial dimensions) in the one common journal line. Once you have completed the line, post the journal with the button Post in the action pane of the journal header or lines.
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