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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Posted bank reconcilia...
Microsoft Dynamics AX (Archived)

Posted bank reconciliation still shows Status as "Draft"

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Posted on by Abdo Khoury 14,855

Dear 

we are using advanced bank reconciliation and one reconciliation is done and posted but the status of the reconciliation is still showing "draft" , 

can i know why that is ? appreciate it 

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I have the same question (0)
  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    Has anyone been faced with something like this?

  • ZvikaR Profile Picture
    ZvikaR 184 on at

    not an answer, but like you I have found it hard to locate users actually using the advanced bank reconciliation.

    Maybe one of them  will respond here?

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    Hello Zvika

    so you are faced with the same issue ?

  • ZvikaR Profile Picture
    ZvikaR 184 on at

    no, we are just in the process of trying to implement this functionality, and there seems to be little knowledge or support.

    Maybe Microsoft has given up on Advanced Bank Reconciliation...

  • 72camaross Profile Picture
    72camaross 324 on at

    I have run into this issue right now and same problem, no one I work with has used it so I'm paving the way, lol.

    If anyone figures out why the posted bank reconciliation line still shows a status of 'draft', that would be awesome!

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at

    Hello,

    The reason it is still in draft, because that draft option is for Bank reconciliation workflow and if you enable the WF, once completed the WF, it will show as Approved.

    That draft option is nothing to do with posting instead as explained above, if you enable the WF then only it will change else it will always show as draft.

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,730 on at

    Hi Silvano,

    You may check this document which will give you glimpse of the entire process too.

    Bank-reconciliation-journal-workflow-_2D00_-REPRO.docx

    Regards,
    Sourav

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