Bridge transactions for Bank and Accounts Receivables and method of payment in Microsoft Dynamics 365 Finance and Operations and general journal and deposit slip

Simple end to end process of using Bridge transactions for Bank and Accounts Receivables and method of payment in Microsoft Dynamics 365 Finance and Operations and general journal and deposit slip

1 Create method of payment in Accounts receivable and enable bridge posting

2 Create customer payment journal and use this method of payment and note the voucher uses bridge account

3 Create a general journal for working on bridge to actual account/bank posting

4 Create journal and use function to load bridge transactions (can also search for bridge transactions in UI)

5 Select bridge transactions to transfer to general journal lines

6 upon posting journal, bridge transactions are now moved to actual

7 if using deposit slip then can generate using function

8 Specify date of deposit slip

9 After generation, deposit lisp can be seen on lines