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How To automate the bank reconcilliation process through power automate?

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How To automate the bank reconciliation process through power automate?

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Integration to Power BI, Power Apps, Power Automate and Dataverse

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YUN ZHU 60,818 Super User on at

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How To automate the bank reconcilliation process through power automate?

Hi, one way to think about it is to create a program that performs the bank reconcilliation process (I'm not sure how far you need to go, it can be complicated) and then run it using Power Automate.

More details:

Dynamics 365 Business Central: How to run AL procedure in Power Automate (Add custom execute actions)

https://yzhums.com/20111/

Hope this can give you some hints.

Thanks.

ZHU
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Jun Wang 4,020 Super User on at

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How To automate the bank reconcilliation process through power automate?

I don't think it is a good idea to automate the bank rec processes. Nor I think it is feasible. There will be many scenarios that need human validation in order to reconcile and post.

for example, there will be one transaction on bank statement to match to multiple transactions in BC. Vice versa

there will be situation user needs to create a transaction in BC to match that on a bank statement

BC has the AI feature that helps to reconcile the bank rec, which already make it much easier.

Jun Wang
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Valentin Castravet 4,483 Super User on at

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How To automate the bank reconcilliation process through power automate?

What are you looking to achieve with power automate in the bank rec? Can you expand?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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