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Finance | Project Operations, Human Resources, ...
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Advanced bank reconciliation - Flag activation

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Posted on by 27
Hello Community,

I am working for a client who, after migrating data from Ax to D365, wants to set up automatic reconciliation of bank accounts. 
On some accounts I am experiencing problems as I cannot activate the two flags (see below)
 
 
 
 
Reading some comments in the community, this could be caused by the fact that the account, once created, was used without activating the flag and now it no longer makes me activate the advanced reconciliation function.
In your opinion, is it possible to reactivate the two flags?
 
Thanks in advance
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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at
    The Advanced bank rec flag can be set in the table via a custom script that a developer can create for you.  Once the account is used, you can't edit the flag via the UI.  Same should be true for the Use bank statements flag.  However, be aware that Microsoft doesn't support setting those flags in this manner.

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