web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics AX (Archived) Cash and Bank Manageme...

Microsoft Dynamics AX (Archived)

Cash and Bank Management (Account Reconciliation) Workflow

(0) Share

Report

Report

Posted on by Adhha Adnan

420

Hi All,

How do I set workflow for Account Reconciliation in this screen, is possible to create workflow or not?

Thanks.

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

Sort by

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

For what reason do you need a workflow for the bank account reconcilation?

I have never seen this so far.

Would be great if you could elaborate on that.

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
Adhha Adnan 420 on at

Like (0)

Report
Copy link

Link copied!

Hi Ludwig Reinhard,

In my case, few Bank transaction type that created from this module. Once we click reconcile, its will directly posted on GL side.

In this situation, we want this function to go through workflow and the approvers who will click reconcile

All bank transaction type created

Thank you

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1

CP04-islander 24

#2

#3

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans