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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can I remove/delete/ca...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can I remove/delete/cancel posted Bank Statement?

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Posted on by Community Member

One of my users has posted a bank statement with the wrong dates and wrong opening and ending balance. 

It's a manual bank statement. She is not importing it.

the status is Validated, but it is also POSTED.

I thought I'd post new statement with the correct dates and balances but the dates are clashing with that erroneous statement.

I dont seem to be able to correct the dates and the balances, so I need to get rid of this statement before I create a new one.

Is there a way to correct this or delete the statement?

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  • Suggested answer
    CodyB Profile Picture
    CodyB on at

    Hello Kasibor,

    There is a feature that can be turned on to reverse posted bank statements. See below document for more details:

    Reverse posted bank statements - Dynamics 365 Release Plan | Microsoft Docs

    Thanks,

  • Community Member Profile Picture
    Community Member on at

    Thanks Cody, this feature is still hot as a fresh bun. 2 days old! what a relief. Thanks so much.

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