Streamline your finance operations with TVision’s Journal Import from Excel, our most popular app for Microsoft Dynamics 365 Business Central. This tool empowers finance teams to efficiently import journal entries directly from Excel into Business Central, reducing manual effort and improving accuracy.
Why Choose the Journal Import from Excel App?
- Save Time: Automate repetitive tasks. Importing around 200 transactions takes just minutes compared to up to half an hour manually.
- Reduce Errors: Eliminate duplicate entries and mistakes with structured, accurate data imports.
- Flexible Use: Ideal for daily operations or during data migration processes, like bringing in opening balances for new clients.
- External Collaboration: No Business Central license is required for preparing files, allowing external accountants to contribute seamlessly.
- Customisable Templates: Use various templates and headings to suit different journal types, such as General Ledger, Sales, Purchases, or Inventory.
How It Works
- Prepare your Excel file with the required data and headings.
- Map the columns in your spreadsheet to Business Central fields.
- Import the file and watch as journal lines are created effortlessly.
- Address any flagged errors directly in the system or Excel for a seamless experience.
Benefits for Your Business
- Efficiency Gains: Automate time-consuming processes, enabling your team to focus on value-added activities.
- Improved Collaboration: Support external partners and streamline workflows between accountants and finance teams.
- Enhanced Control: Tailor field mappings and save templates for consistent, reliable imports.
Contact us to find out more
Get started today – reach out to your account manager to discuss your needs and find the perfect solution for your business.
About TVision’s Business Central add-ons
At TVision, we’ve designed a range of Microsoft Business Central add-ons to make your work simpler and more efficient. Built and tested by our in-house experts, these extensions are crafted to address those extra tasks that standard Business Central doesn’t always cover.
Whether you need help with specific processes or want to streamline daily operations, our add-ons are here to help. They’re easy to set up, include training to get you started, and are available on a flexible monthly subscription.
Don’t see exactly what you need? Let us know! We’re always looking to develop new tools to meet your unique requirements.