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Applies to Product – Dynamics 365 Business Central


What’s happening?
Customers are encountering an error when attempting to import bank statements through the Business Central reconciliation page, specifically with the US localization.


Reason:
This may arise due to Yodlee still processing transactions at the time of the import attempt, or it could be related to the bank account connection settings, including Multi-Factor Authentication (MFA) requirements.


Resolution:

  1. Instruct the user to sign into the Business Central company associated with the bank account.
  2. Navigate to the checking account and select the Bank Statement Service.
  3. Choose the option to Edit Online Bank Account Information and supply the necessary credentials and MFA as prompted.
  4. After entering the information, wait 10 to 15 minutes for Yodlee to read the transactions.
  5. Attempt to import the current transactions for the bank account into the Bank Account Reconciliation.
  6. If an error message appears during the Edit process, inform the user that this is a false negative message. They should close the message and continue with the steps above.
  7. If the issue persists, advise the user to unlink and re-link the affected bank accounts and try the import again.
Please ensure that the user confirms whether this is the first time connecting to the bank or if they have successfully connected in the past. If they have previously connected, inquire about any changes to their bank account settings or credentials.