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Small and medium business | Business Central, N...
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Using Yodlee and AMC at the same time

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Posted on by 135

Does anyone know if it is possible to use the import bank statement function with yodlee and also generate electronic vendor payments using the AMC banking extension in Business central? Or it is one or the other? I have a customer wanting to create NACHA files but who also really liked the ease of use of the yodlee app.

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    Brian Wick Profile Picture
    Microsoft Employee on at

    Hi Mike,

    I haven't come across anyone using both to be honest.  Maybe someone from the Community will chime in with their experiences.  If the customer is using the Yodlee service/data exchange for importing bank statements in the Payment Rec Journal/Bank Reconciliation page, and the AMC data exchange for ACH/Payment Export, then I don't see an issue since there are separate fields on the Bank Account card for defining the data exchanges (Bank Statement Import Format vs. Payment Export Format).  The customer would just have to confirm that their bank is available at AMC since they manage the bank formats.  I hope this helps.

    Thanks.

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