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Small and medium business | Business Central, N...
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Copilot for Bank Reconcilations

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Good Day,
 
We are testing completing Bank Reconciliations with Copilot but we are seeing some inconsistencies compared to the demos I have seen. After we let Copilot run to generate proposals, we click into each line to see the proposed bank ledger entries but the Bank ledger page does not display any lines. So it is not showing the proposed bank ledger entry that it displays on the initial proposal screen.
 

Also, after we click /Keep It/ we are seeing that the entries applied to the bank statement lines are not always the same. For example, we had one that proposed to apply 1 to 1 to an $800 check but after clicking /Keep It,/ we see that the line is now applied to a different $500 check. Are these known issues that are being corrected for v24 or are there any steps you recommend to resolve this?
  • Copilot for Bank Reconcilations
    Thank you. This was my guess that the functionality just has not been finalized but I was curious if anybody else had seen different results. If the blank Bank Ledger Entries is something all are seeing, then that makes sense. If others are getting this to work, then I have other questions. Appreciate your response, I will reach out through Yammer.
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    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    Copilot for Bank Reconcilations
    Hi, as you know, this is a Preview feature and Microsoft may update it at any point.
     
    In BC24, there are currently no updates for this feature.
    I'm sorry that I can't give you a direct answer. I suggest you share your question on BC Yammer so that someone from Microsoft can see it and reply to you.
     
    aka.ms/BCYammer: Dynamics 365 Business Central Partner Community (Formerly: Development)
    More details: About Business Central partner community on Viva Engage (formerly Yammer)
     
     
    Thanks
    ZHU
     

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