Finance | Project Operations, Human Resources, ...

Bank Recon - Many to One

(2) Share

Report

Posted on by DD-12061705-0

Hello,

When doing a bank reconciliation one issue that comes up is that a larger wire on the left needs to be matched with mutliple smaller transactions on the right. We would like to use the many to one feature to seamlessly match the transactions without having to figure out which group of transactions add up to $33,590.43 in the example below. We are looking for configuration settings to set-up for this.

Categories:

Dynamics 365 Finance

All responses (2)

Answers (0)

Suggested answer

Abhilash Warrier 2,170 on at

Like (1)

Report

Bank Recon - Many to One

Hey,

Have you explored setting up Advanced Bank Reconciliation Rules for matching, to set up the many-to-one feature for bank reconciliation in Dynamics 365 Finance?

Regards,

Abhilash
Martin Dráb 234,675 Most Valuable Professional on at

Like (0)

Report

Bank Recon - Many to One

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.