3,482
Hi:
What is the purpose of the Yodlee Bank feed, and how can you tell which banks use it?
Does it support credit unions, as well?
Is it possible to reconcile a bank account statement without it?
Thanks!
John
Hi john
Search for Envestnet Yodlee Bank Feeds Service Setup
Accept terms of use and enable it
Go to your bank account card and click on Bank statement service > Link to online bank account
Click on Allow always
You would see the list of banks supported and you can try your login and see if it works
If it does not a ticket to MSFT support should be raised by you as a customer or a partner can raise on your behalf.
Hope it helps!
Regards
Vinita
Hi There:
Yes, I had seen this link. Thanks!
I still need my question answered, however, as to which banks are supported and whether credit unions are supported. :)
John
Hi, hope the following helps.
https://docs.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service
Thanks.
ZHU
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