Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Advanced bank reconciliation - Flag activation

(0) ShareShare
ReportReport
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
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,522 Super User 2025 Season 1 on at
    Advanced bank reconciliation - Flag activation
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 254

#2
Martin Dráb Profile Picture

Martin Dráb 230 Most Valuable Professional

#3
Adis Profile Picture

Adis 169 Super User 2025 Season 1

Overall leaderboard

Product updates

Dynamics 365 release plans