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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Reconcile GL Accounts
Small and medium business | Business Central, N...
Suggested Answer

Reconcile GL Accounts

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Posted on by Neil Phelan 161

Hi,

Our new CFO is looking to reconcile some gl accounts and wants to be able to match the debits and credits within an account to determine any unmatched entries to give him a unmatched balance. I think this feather is similar to ledger settlement in D365 Finance.

Has anyone any ideas on how this can be done in Business Central?

Thanks in advance for any help.

Neil

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  • Suggested answer
    Gavin Profile Picture
    Gavin 2,510 on at

    Hi,

    I think what you are need was recently added as part of Business Central 2023 Wave 1.

    learn.microsoft.com/.../review-general-ledger-accounts-faster

    I've checked and you can set the review policy on the individual GL accounts. Then you can use the "Review Entries" button on the General Ledger Entries page

    pastedimage1683721907584v1.png

    pastedimage1683721927366v2.png

    I've never used it but it rang a bell from your question.

    Hope this helps

    Thanks

    Gavin

  • Neil Phelan Profile Picture
    Neil Phelan 161 on at

    Gavin

    Looks like exactly what he wants, I just have to wait for the upgrade in my tenancy later this week.  Thank you.

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