Bank reconciliations in Business Central
Microsoft replaced the “legacy” manual bank rec and bank link options with revamped ones, which we’re really liking here at Syvantis. All environments will be transitioned to the updated settings as of Q2 of 2023. ERP Technical Consultant Christian will be showing you a bank reconciliation with these new settings! TIMESTAMPS ⏱️ 00:00 Starting a bank rec & import bank statement 03:32 Automatic matching 04:37 Unmatching 04:58 Manual matching 05:15 Create transactions from the bank rec 06:51 Finishing and posting the reconciliation ADDITIONAL RESOURCES 📚 Resources we either mentioned in this Fast Class or will supplement the class topic. 📰 Microsoft Documentation - How to set up bank accounts in Business Central - https://learn.microsoft.com/en-us/dyn... 📰 Microsoft Documentation - Automatic bank recs: Link a bank acct in BC to online banking - https://learn.microsoft.com/en-us/dyn... WANT MORE FAST CLASSES? 🎓 Want to explore our entire library of Fast Classes? Join the Fast Class Community from Syvantis Learn. Create a free account for access to all past recorded and future classes - all in one place. 💻 Create an account - https://learn.syvantis.com/users/sign_up 👩💻 Login - https://learn.syvantis.com/users/sign_in INTERESTED IN MORE MICROSOFT TRAINING? 😄 Our clients enjoy complementary, on-demand learning courses in addition to Fast Classes! 📚🎞️ Check out our Course Catalogue and sign up for sample classes - https://learn.syvantis.com/collections 🙋♂️🙋♀️ Inquire about becoming a Syvantis Client - https://www.syvantis.com/about/contac...

Bank Reconciliations for Business Central Users

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