> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.fynapse.app/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.fynapse.app/_mcp/server.

# Viewing Journals in Fynapse from Microsoft Dynamics 365

> Learn about Viewing Journals in Fynapse from Microsoft Dynamics 365.

## Overview

Viewing Journals in Fynapse functionality provides you with the backward traceability from General Ledger in Microsoft Dynamics 365 to Subledger in Fynapse. By navigating from Dynamics 365 you can identify and view all Journal Lines that were aggregated and exported to one voucher line.

The functionality is available from three views in Dynamics 365:

* **Voucher lines**
* **Voucher transactions**
* **Trial balance**

## Tutorials

#### How to View Journals in Fynapse from Dynamics 365 Voucher Lines View?

1. Log in to the Microsoft Dynamics 365 instance integrated with Fynapse.
2. Click the **Aptitude Fynapse journal processing** work space.
3. From the list select a voucher batch and click the **Lines** link to see the contents of the selected voucher batch.
4. Select a voucher line for which you want to view Journals and click the **View journals in Fynapse** link. You will be automatically redirected to Fynapse and will see the **Journals** screen containing all Journal Lines that were exported to create the selected voucher line.

#### How to View Journals in Fynapse from Dynamics 365 Voucher Transactions View?

**Prerequisite:** *A voucher batch must be posted first.*

1. Log in to the Microsoft Dynamics 365 instance integrated with Fynapse.
2. Click the **Aptitude Fynapse journal processing** work space.
3. If a voucher batch is not posted, post it:
   1. From the voucher list select a voucher batch that you want to post.
   2. Click the **Post** link.
4. Click the **All posted in current period** link and check if the voucher batch is on the list.
5. Select the posted voucher batch and in the **Lines** section click the **Voucher transactions** link.
6. In the **Inquiry** screen, confirm the action by clicking the **OK** button.
7. Select a voucher line and click the **More** menu at the top bar.
8. Click the **View journals in Fynapse** link. You will be automatically redirected to Fynapse and will see the **Journals** screen containing all Journal Lines that were exported to create the selected voucher line.

#### How to View Journals in Fynapse from Dynamics 365 Trial Balance View?

1. Log in to the Microsoft Dynamics 365 instance integrated with Fynapse.
2. Click the **Aptitude Fynapse journal processing** work space.
3. In the **Lines** section click the **Trial balance** link.
4. If needed select proper date ranges or adjust other filters.
5. Click the **Calculate balances** button.
6. On the results screen, find an account which results you want to see and select a row. Click the proper link showing a debit or credit amount.
7. Select a voucher line and click the **More** menu at the top bar.
8. Click the **View journals in Fynapse** link. You will be automatically redirected to Fynapse and will see the **Journals** screen containing all Journal Lines that were exported to create the selected voucher line.