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Payment Journal Import

od: Lighthouse Experts Group

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Bulk import of payments and applications from an Excel file

The Payment Journal Import add-on allows a bulk import of Payments and Applications into Business Central from a regular Excel file.

You can select what fields you want to import, and the add-on will put all the values in the right places – no need to follow a template!

Do you manually enter more than 10-15 payments into Business Central weekly?

Do you wish you could do a bulk import from Excel instead?

Now you can upload Payments in bulk, simply by entering them into Excel and running the Payment Journal Import!

After installation, the Payment Journal Import will allow you to:

  • Focus on the fields that are relevant to you in your import file, without worrying about all the additional fields on the Business Central application.

  • Perform validations to make sure that any required fields have been entered, codes are valid, dimension values exist, etc.
  • Once the Excel file is ready, run the import in Business Central, select the Excel file, and that’s it! The add-on will create all the payments and applications within a few seconds.
  • Download the list of available fields here

Additional Features:

  • No template to follow - you pick the columns you need!
  • You set the column ordering
  • Different users can use different templates to match their workflow and the fields they care about
  • Works with Payment Journal lines and includes Applications to multiple invoices
  • We can add any custom or non-standard fields to the import

We can customize this add-on to import ANY data your organization uses on Payment Journals within Dynamics 365 Business Central.

Click the Free Trial button, or contact us at info@lighthouseexperts.com for a demo!

Lighthouse Experts Group is a US-based partner with over 15 years of experience implementing and customizing Microsoft Dynamics products.

Supported Editions:

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

  • Australia
  • Austria
  • Belgium
  • Canada
  • France
  • Germany
  • Italy
  • Mexico
  • Netherlands
  • New Zealand
  • Spain
  • Switzerland
  • United Kingdom
  • United States
  • Indonesia
  • Malaysia
  • Singapore
  • South Africa
  • United Arab Emirates

Súhrnný prehľad

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