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Ledger settlement process automation

Posted on by
Hello, 
 
We have started using ledger settlement process automations but when creating a new process under available main accounts it will show all the account from all our chart of accounts, meaning that the company filter does not seem to work. We would like to see only the account available for the company for which we want to create the process automation. Does anyone have any experience with this and know how it can be solved? 
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  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Ledger settlement process automation
    Hi,
     
    We have analyzed your requirements and you can check the official documentation in the link below for more details about Automate ledger settlements.
    https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/auto-settle
     
    Additionally, we did not reproduce your issue during our testing and we presume you are using the Dynamics 365 FO app (related documentation above). We recommend that you forward this issue to the Dynamics 365 FO forum, where more experts in the field will be looking at your issue, the link to the forum is below.
    https://community.dynamics.com/forums/thread/?groupid=5b012a23-c24f-46fc-bfb6-45a1c401d526
     
     
    Best Regards,
    Rudy Zhang
     

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