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Small and medium business | Business Central, N...
Answered

Transferring uncleared bank rec items to GJ

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Posted on by 42

When doing the bank rec is there a way to transfer specific uncleared bank statement lines to the GJ instead of transferring ALL uncleared lines? When I "select more" and pick a couple lines to transfer to a GJ it still transfers everything. I'd really like to be able to pick a few items (for instance, the the payroll line items), transfer those to a GJ separately. Thanks!

  • Suggested answer
    JAngle Profile Picture
    159 on at

    The report that does the transfer has a filter so it only works on lines that have a “Difference” not equal to 0. Also it only works on lines that have been imported and not “suggested” from the bank account ledger entries. If you want a routine for moving specific lines you’ll need to have a development done.

  • Moosiah22 Profile Picture
    42 on at

    Thanks for the quick response, Josh. I'll just tell the end user they'll need to manually batch out those line items.

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