Comparing General Journal Entries between Dynamics SL and Dynamics 365 Business Central
General journal entry in Business Central compared with Dynamics SL, for users moving from SL. It shows batches, account name autocomplete, grid view with debit and credit columns, single-line entry with offset account, Excel editing, and posting.
- General journal entries in Dynamics SL
- Navigating Business Central general journal window
- Entering auto insurance and interest income entries
- Alternative entry methods: grid view and single-line entry
- Mass editing journal entries in Excel
- Posting journal entries and summary
Overview
The video compares how general journal entries are made in Dynamics SL and in Dynamics 365 Business Central. It walks through the Business Central general journal window, using an auto insurance entry and an interest income entry as examples.
It then covers other ways to enter data: a grid view with separate debit and credit columns, and single-line entry with automatic document numbers and an offset account. For large journals, it shows editing in Excel, publishing the changes back, and then posting the entries.
Key points
- Batches for journal entries can be created and defined in the general journal. In the demo they are set up operationally, and they can also be set up per user.
- When entering an account, you can type the account name and the dropdown filters to matching accounts, so the account number need not be remembered.
- A grid view shows debit and credit amounts in separate columns.
- Single-line entry generates the document number automatically and uses an offset account for quick entry.
- Large journals can be edited in Excel, changed in bulk, and published back to Business Central.
- After the Excel change, refreshing showed the updated amount of $300 before posting the entries.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| General journal batch management | 0:49 |
| Account name autocomplete in journal entries | 1:19 |
| Grid view with debit and credit columns | 2:00 |
| Single-line journal entry | 2:12 |
| Excel integration for journal entries | 2:41 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- other “GL batch” at 0:10
Quotes
- 0:49 “This is where we can create and define batches for our journal entries. In this example, the batches are set up operationally, but you”
- 1:19 “I don’t always remember the account number, so I can start typing the name of the account and then the drop down will automatically”
- 2:41 “If you do have a large journal entry, you can also choose to edit in Excel, make the changes, and publish those back to”
- 3:15 “Upon refreshing, I can see that my amount has now been updated to $300. Once all the journal entries are entered, I can select”