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Bank Acct. Recon.

Posted on by 1
After automatically and manually matching the entries, there are some that have no match. I know there is a report that can be made to address those missing. I also need to know how to make the report and what it actually does. When looking at the bank accounts, my place of employment does not have the option to have direct posting turned on. Is there a way that I can prevent missing entries from occurring again or less frequent? I am brand knew to Business Central, so I am trying to understand the functions and the problems that are presented to me. 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,842 Super User 2024 Season 2 on at
    Bank Acct. Recon.
    Hi, There is a new preview function in BC23.1, which uses Copilot to reconcile. If your environment is updated to the latest version, you can try it.
    Introducing: Bank account reconciliation assistance (feature is in preview from Update 23.1): https://app.hopin.com/events/business-central-launch-event-3502b259-fc5c-44f8-9448-1e07e075819e/replay/UmVjb3JkaW5nVXBsb2FkOjcyNDE=
     
    Hope this helps.
    Thanks.
    ZHU

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