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Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

Posted on by 662

Hi,

I would like to change the currency code for multiple bank accounts that I have. I was told that, as there are figures in the bank accounts, I can't simply change the currency code on the spot, I need to export them to change it.

Can advise whether this is true and how to do it?

5314.bank-account.JPG

Thank you!.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

    You cannot update currency code if you have a balance, if you update manually a field and if you get an error it means it is not possible and the same rule applies when you use RapidStart.

  • Bodhi Profile Picture
    Bodhi 554 on at
    RE: Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

    When apply, open fields, uncheck the Validation

  • Verified answer
    Dirk Profile Picture
    Dirk on at
    RE: Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

    Hello,

    No, I think you should not be able to change the "Currency Code" of a bank for which you already posted entries and have a balance or open Bank Accoutn Ledger Entries.

    This should not be possible in BC directly and also not using RapidStart.

    How would you want BC to re-calculate the balance in old currency into the correct balance in the new currency?

    You first need to close down the balance and the entries.

    Hope this answers your question.

    Kind Regards

     Dirk

  • joshlabtech Profile Picture
    joshlabtech 662 on at
    RE: Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

    Hi Suresh,

    Thanks for your answer, but I believe you haven't answer my question.

    Can I still export and make changes and re-import it back, if there are figures in the Balance?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Can you use Rapid Start to export Bank account details and change it before importing back in Navision in Navision 2018?

    Yes, you can use Rapid Start to export the data and update them, and then re-import.  You can check for example here

    www.boyerassoc.com/.../

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