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!
We made our Sales Journal template easy to use and easy to customize. A Sales Journal entry can have a lot of fields! Trying to remember every account number and many different posting group codes is frustrating and time consuming, but our template makes data entry easy by giving drop-downs. If some of the fields aren’t relevant to you, the templates are made to be customized; there’s no reason to have to look at columns that aren’t relevant to you. Keep it simple!
The sales 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.