Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Electronic Bank Management Question

(0) ShareShare
ReportReport
Posted on by 70

Hello,

I have came across a few posts regarding this, however have not seen any that are resolved. I am trying to get electronic bank management module working, it is showing in the registration setup as registered, I have checked on the install and do not see an option to install it. When following the manual, it shows to go to Cards >> Financial >> Bank Management >> Setup. This Bank Management field does not show up on my PC, is there something I am doing wrong? Any help would be appreciated.

Thanks,

*This post is locked for comments

  • Edward Reilly Profile Picture
    Edward Reilly 70 on at
    RE: Electronic Bank Management Question

    Yes that is available for me, will this make a direct connection to my bank account similar to the way quickbooks would?

  • Suggested answer
    sueconrod Profile Picture
    sueconrod 335 on at
    RE: Electronic Bank Management Question

    Try the following:  Tools>>Routines>>Financial>>Electronic Reconcile>>Configurator That is where you have to set it up.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans