Dynamics NAV 2017 Bank feeds

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Posted on by kiwilamb

I have read that Yodlee bank feeds were included in NAV 2017 for automated bank feeds, similar to Madeira but I cannot find anything about them in the product.

Can someone confirm if the capability was included in 2017?

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mmv 11,471 on at

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Hi

I could find something here

http://nav.dk/whats-new-dynamics-nav-2017/

Microsoft provides the following extensions:
 Envestnet Yodlee Bank Feeds
The Envestnet Yodlee Bank Feeds service is installed as an extension in Dynamics NAV 2017 and is ready to be enabled. When you have enabled the bank feed service, you must link the involved bank account to the online bank account that the feed will come from. When the bank feed service is enabled, you can set a bank account up to automatically import new bank statements into the Payment Reconciliation Journal window every two hour. Transactions for payments that have already been posted as applied and/or reconciled in the Payment Reconciliation Journal window will not be imported.

 PayPal Payments Standard
The PayPal Payments Standard service is installed as an extension in Dynamics NAV 2017 and ready to enabled. To enable customer payments through PayPal, you must do the following:
 Set up PayPal Payments Standard as a payment service in the Payments Services window.
 Select PayPal Payments Standard in the Payment Service field on the sales document in question.

 QuickBooks Data Migration
If your business uses QuickBooks today, you can export the relevant information and then open an assisted setup guide to upload the data to Dynamics NAV. You must have exported some or all of your existing customers, vendors, inventory items, and accounts to an Intuit Interchange Format (IIF) file.

 Sales and Inventory Forecast
The Sales and Inventory Forecast extension gives you insights about potential sales and a clear overview of expected stockouts.
The extension uses Cortana Intelligence to predict future sales based on your sales history to help you avoid inventory shortage. Note that you must set up an Azure Machine Learning instance and add the API URI and API Key to the Sales and Inventory Forecast setup.

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kiwilamb on at

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Hi Manesh

Yes this is what I had seen also but have you seen it in the released product?

I saw it in Madeira and the Beta NAV 2017 but can't find it in the released product and was wondering if it made the cut

Cheers

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Alexander Ermakov 28,096 on at

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It is provided outside the standard package as an Extension that you can install separately.

Microsoft provides the following extensions:

The Envestnet Yodlee Bank Feeds service is installed as an extension in Dynamics NAV 2017 and is ready to be enabled. When you have enabled the bank feed service, you must link the involved bank account to the online bank account that the feed will come from. When the bank feed service is enabled, you can set a bank account up to automatically import new bank statements into the Payment Reconciliation Journal window every two hour. Transactions for payments that have already been posted as applied and/or reconciled in the Payment Reconciliation Journal window will not be imported.

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Community Member on at

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Appreciated if you can explain the process of setting up this Yodlee bank feeds in bit detail.

Thanks in advance.

Shaun

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Community Member on at

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What happens when your bank link isn't found by the service? It finds many similar bank links but not one that is specific to this business banking partner. Is there a way to 'find'/type in a bank link outside of the search option or to get Envestnet to add it to their list of linked bank URL's?

Thanks

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