Unboxing New feature in 10.0.23-Revert to simple bank reconciliation from advanced bank reconciliation

Dear Microsoft BizApps Community,

Welcome to my next blog on a new feature released by Microsoft and that is “Revert to simple bank reconciliation from advanced bank reconciliation”

The wait is over-

This is a much-awaited feature, and this feature provides a possibility to revert to simple bank reconciliation from advanced bank reconciliation in bank accounts when there are no reconciled bank transactions.

Business Scenario

Business had previously decided to go with advanced reconciliation functionality in Cash and Bank Management, however for some reason they had to re-consider and will go for manual bank reconciliation

However, the current design is- if you have enabled the Bank for “Advanced Bank reconciliation” for once, you can’t change to manual option ever, even if you have not done any advanced reconciliation, its just gone, Consultant needs to create another bank by adjusting some naming convention for same bank

Lets explore what is there in the new version

Pre-requisite

1. To enable this feature, environment version much be with 10.0.23 and above
2. This feature must be enabled from system administration->>Feature management workspace, feature name is “Revert to simple bank reconciliation from advanced bank reconciliation”

Once the feature is activated, lets compare the function between the last version (10.0.22) and new version where the feature is enabled (10.0.23)

 AS IS~

The below is the screen shot from previous version where I have enabled the option “Advanced Bank Reconciliation”, after that I can’t change back to “No” because became greyed out

TO BE~

And now after enabling the feature and upgrading to version 10.0.23, I have enabled the same field into the new version, where we have manual reconciliation transactions and then activated the Advanced option, and after that I have been able to change to manual option easily, this is the change

IMPORTANT- This feature won’t allow to revert back to 'No' if after enabling the feature business has done some Advanced bank reconciliation as per the design

That's it for this blog, thanks for going through.

Stay tune for my next article