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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Bank Reconciliation
Microsoft Dynamics GP (Archived)

Bank Reconciliation

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My understanding is that in the bank reconciliation process, person 1 should be reconciling the bank and once it is balanced, higher level person 2 should review the month and be the person 2 click "reconcile". Doesn't this produce a final set of reports under the higher level person 2's credentials effectively acting as an electronic sign off?

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    MattPaulen Profile Picture
    MattPaulen 6,912 on at

    There's not really a right or a wrong way on how to do the reconciliation process in how you described.  It's more of a business decision.  But yes, the person that clicks Reconcile will be the one that is tagged to that particular reconciliation and a set of reports will print.

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