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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Import bank statements
Microsoft Dynamics AX (Archived)

Import bank statements

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Posted on by Samkh 6

Hi,

I am looking for a setup option where AX after importing the bank Statements to delete them from the folder ( where the bank statement resides). So it doesn't pickup the same file again  in the next run and cause errors while the processes is batched. 

Is there an option to let AX remove the imported statement file from its folder location? 

Thanks

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  • Verified answer
    Sunil Profile Picture
    Sunil 755 on at

    As far as I know the OOB functionalities of AX cannot achieve this.  However if you are using an ISV for bank reconciliation, they might trigger a script to clear the folder post statement import.

    Therefore as a workaround, you could schedule a script on the machine where the Bank Statement are downloaded to have them cleared.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,551 Super User 2026 Season 1 on at

    Hi Sam,

    As Sunil pointed out, this is not standard. You could consider a customization also. Or you can evaluate some ISV solutions. Some of them will move the file to a processed folder.

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