Workspace page · General ledger
General journal processing
A General ledger workspace with tiles that show journal statistics, such as unposted journal entries, and links to related inquiries such as the trial balance and voucher transactions.
- Used by
- Accountant, Accounting manager, Accounting supervisor
- Business process
- —
- Menu item
GeneralJournalEntryWorkspace- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A General ledger workspace with tiles that show journal statistics, such as unposted journal entries, and links to related inquiries such as the trial balance and voucher transactions. |
|---|---|
| What you do here | Used to create new journals, view existing journals, and open the General journals page. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Workspaces › General journal processing |
| Set up first | Journal names Microsoft Learn ↗ |
| Used next by | — |
| Related pages | General journals Microsoft Learn ↗Global general journals Microsoft Learn ↗Trial balance Microsoft Learn ↗Voucher transactions Microsoft Learn ↗Audit trail Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | GeneralJournalEntryWorkspace Checked in Dynamics 365 |
|---|---|
| Form | GeneralJournalEntryWorkspace Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | PrivilegesGeneralJournalEntryWorkspaceMaintain GeneralJournalEntryWorkspaceMaintainGeneralJournalEntryWorkspaceView GeneralJournalEntryWorkspaceViewDutiesGeneralJournalEntryWorkspaceInquire GeneralJournalEntryWorkspaceInquireGeneralJournalEntryWorkspaceMaintain GeneralJournalEntryWorkspaceMaintain3 security rolesAccountantLedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisor |
| Actions on the page | Buttons: New journalChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=GeneralJournalEntryWorkspace |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/configure-ledgers-journals-dyn365-finance/1-introduction
- learn.microsoft.com/training/modules/general-ledger-daily-procedures-dyn365-finance/3-process-journal-entry
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.