It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution!
Our Purchase Journal template lets you create purchase journal lines without ever leaving Excel! Because the template is powered by SmartConnect, you still get all the data validation you expect from SmartConnect. Every time the template is run, Excel gives you a success message or an error message with description. This message will pop up in a message box and is also saved to a run log to see later. This simple feature really streamlines your workflow; you don’t need to juggle 3 different windows every time you need to create new entries. A little less clutter can go a long way!
The purchase journal template is free to use for every SmartConnect.com customer. Instructions on how to get the template working can be found within the Excel workbook and on the download page here.
If you need some help getting things set up, we have a service offering to getting the template up and running for you.