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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Yodlee Bank Feed Modif...
Small and medium business | Business Central, N...
Suggested Answer

Yodlee Bank Feed Modification

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Posted on by Community Member

When I am importing the bank statement, in the Bank Account Reconciliation using Yodlee11bankfeed data exchange definition, the reconciliation lines do not contain the related party name. However I want to know the customer or vendor name to whom or from whom the payment is made. What changes shall I make in the data exchange definition to get more information when importing the Bank Statement?  

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  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at

    I would recommend opening a support ticket, so Microsoft can contact Yodlee about the integration and see if the file we get from yodlee can be adjusted.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,647 Super User 2025 Season 2 on at

    Hi, As mentioned by Microsoft in the Docs below For technical assistance with the Envestnet Yodlee functionality, contact Microsoft Support. Do not contact Envestnet Yodlee. For more information, see Configuring Technical Support for Dynamics 365 Business Central.

    https://docs.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service

    Hope this will help.

    Thanks.

    ZHU

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