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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Intergration Manager a...
Microsoft Dynamics GP (Archived)

Intergration Manager and bank transactions

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Posted on by kpw 935
Trying import through integration manager bank transactions. We would like to be able to do bank transfer in Integration Manager. We don't see codes to allow is to move monies from one bank account to another with GP. Any suggestions Bank adjustments work?

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  • Community Member Profile Picture
    Community Member on at
    RE: Intergration Manager and bank transactions

    If it is not possible to do a bank transfer through IM then you could use the older method of Bank Transaction Increase Adjustment  in 1 bank account with an offset to cash clearing and a Decrease Adjustment to the other bank account with an offset to a cash clearing account. the clearing account will net to -0- and the 2 bank accounts will be proper and the transactions will be in Bank Reconciliation for you Bank statements.

    Regards,

    Mary Lynn

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Intergration Manager and bank transactions

    You will not be able to do Bank Transfer through Integration Manager. You may consider the suggestion above to do two bank transaction through an offset account, or record a Macro to do the import.

    Please never hesitate to share any further inquiries, 

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