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Automatic import of bank statement from share point folder

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Posted on by Anoop Unni

I would really appreaciate if some one could explain how automatic import of bank statement from share point folder is configured once the feature is enabled

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Kevin Xia Microsoft Employee on at

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Hi,

Are you referring to the new features that will be released in October of this year, please check out the documentation for details: Import bank statement automatically | Microsoft Learn.

Prior to this update, Microsoft only supported manual bank statement uploads, and users needed to set up their own batch jobs and use a middle program such as logicapp to implement the need to automatically import bank statements.

Best regards,

Kevin

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edoscou 36 on at

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Unfortunately, Kevin's link is just a generic description of the feature.

To set this up, you need to set up Import document from Sharepoint in D365 first. Here is the link for it: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-configure-data-import-sharepoint?context=%2Fdynamics365%2Fcontext%2Ffinance#configure-er-sources-for-the-er-format.

Then when you enable this feature, when importing statement, you will not need to use Browse to navigate to the statement file.

I am getting errors on the import batch job and still investigate.

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ThangNguyen 184 on at

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Hi,

You can refer here: https://www.linkedin.com/pulse/automatic-importing-bank-statement-from-sharepoint-folder-th%E1%BA%AFng-vb1sf/

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