How to: Add custom template to "Open lines in excel" for general journals (Part 1)

 I have seen many ask this question on forums so I decided to blog about it. I will put the blog in 2 parts as below:

1. How to update the Existing Template of Ledger Journal Template

2. How to make a new template available on 'Open in Excel'

So in this blog, we will cover how to update the existing template.


You need to download the current template from the system. 

To do that go to Organisation administration -> Setup-> Office integration -> Document templates.

The form looks like below: filter on the template 'LedgerJournalLineEntryTemplate' and download it. 

Downloaded template will come with name like "LedgerJournalLineEntryTemplate_XXXXXXXXXXXXXXX". 

Rename this file to 'LedgerJournalLineEntryTemplate'.

Update the template as per your need.

Go to Document template form and click on New. A dialog box will come, browse the updated file and upload it. The rest of the data will be auto-populated. Click OK.


You will be asked if you want to replace the existing template. 

Click Yes. you will see defined by as 'Override'.

Now if you click 'Oen in Excel' from General journal form. custom temple will be opened. 

Here we have updated the existing temple. In the next post, I will let you know how to add new template.



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