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?
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
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.
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Sohail Ahmed
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Mansi Soni
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YUN ZHU
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