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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Unable to create bank accounts

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Posted on by 45

Unable to create bank accounts as we are unable to choose the main account type even though we have many main account types.Can you please let us know how we need to proceed with this?


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I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Did you map your main account to accounting structure and accounting structure is mapped to GL > Setup > Ledger ?

    Also try to enter bank account highlighted in Red in your screenshot and see if it gets enabled?

  • ballu Profile Picture
    45 on at

    Can you please let us know how can we do this: "map your main account to accounting structure and accounting structure is mapped to GL > Setup > Ledger"

  • Suggested answer
    huijij Profile Picture
    19,811 on at

    Hi ballu,

    Please check the link and let us know if it helps:

    community.dynamics.com/.../how-to-create-bank-account-in-dynamics-365

  • ballu Profile Picture
    45 on at

    Hi Judy Jee, we are able to create the main account and also the Bank group but, again by the end, we are still facing the same issue that we are unable to select the main account.

  • Akshay Garg Profile Picture
    334 on at

    Hi Ballu,

    Have you mapped Account Structures in Ledger

    Path: General Ledger module >> Ledger setup >> Ledger

    Kindly please confirm . If not mapped kindly please map and if you still face issue .. Please confirm

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