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In this demonstration, we are going to see how to work with the Standard Journals feature in Business Central. This feature can help you quickly and easily create Journal entries by simply saving them as a template and retrieving it when needed. You can save as many templates as required, and they can be shared with other users as well.
Enter a Journal Entry
Go to General Journals Page.
Enter the Journal Lines. The Journal can be either entered as a single liner or a multiline entry. This feature supports both types.
Save the Journal as a Standard Journal (Template)
Now, if you want to save this entry as a template, before posting Journal, go to Actions-> Functions->Save as Standard Journals.
On the Save As Standard Gen. Journal page enter the “Code” and “Description” to identify the Journal. Enable the “Save Amount” button if you wish to save the amounts as well. Click OK to save.
Wait for the confirmation and click OK.
Retrieving the Standard Journal (Template)
To retrieve the template, go to Actions->Functions->Get Standard Journals.
Select the Standard Journal that you wish to retrieve.
You have the option to view the Standard Journal before retrieving it by clicking on the “View” button.
The template itself can be edited if required by clicking on the “Pen” button.
Go back to the “Standard General Journals” page and click OK to retrieve the Journal.
Click OK to confirm.
This will populate the selected template to the General Journal lines. Once the Lines are populated, you can make any changes as required and post the journal. Please note that any changes done on the Journal Lines will not get updated back to the template.
The Standard Journal feature can save a ton of time and effort when working with journal entries that are repetitive in nature. Feel free to reach out to us if you have any further questions or need our assistance to evaluate your requirements.