Bank Reconciliations in Dynamics 365 Business Central | Western Computer

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  • Опубліковано 18 січ 2025

КОМЕНТАРІ • 10

  • @Mexicana73
    @Mexicana73 3 роки тому

    Thousand Tanks ! It was so helpful!

  • @purplely6530
    @purplely6530 4 дні тому

    Why would you reconcile through 5/1 and not 5/31?

  • @victoriamazani6619
    @victoriamazani6619 2 роки тому +4

    thank you soo much that was helpful ,,,,,,,,this system is very complicated it took me a day to learn pastel but with this 1 its been 3 months am still seeking assistance i would say this system is not user friendly

    • @hazmatproduction4562
      @hazmatproduction4562 2 роки тому +2

      agreed. by far the least user friendly accounting software i have ever had the misfortune to use. cant edit literally anything without posting full reversing entries. cant drill down into anything from bank reconiliations. it is cumbersome, ridiculously time consuming & about as far from intuitive as software apps can get. I have wasted practially an entire day today trying to research how to undo posted bank reconciliations. We are forced to still use the last desktop version of business central due to incredibly unreliable internet in our (rural) area & it appears there is no method for reversing posted bank reconciliations in this version (last updated in 2019 i believe). who thought it would be a good idea to not have a means to reverse a posted account reconciliation until 2021?

    • @sangokuss00
      @sangokuss00 Рік тому

      ​@@hazmatproduction4562 did you ever find out how to undo?

  • @shannonoptical7295
    @shannonoptical7295 3 роки тому

    I do not have the bank statements lines or the import function. Is there something that I need to do to get those functions?

  • @howiestone9987
    @howiestone9987 3 роки тому +1

    Why didn't the "Suggest Lines" also return a row for trey Research?
    And what if there's a line on the bank statement which isn't on the right hand side (e.g. charges).
    Seems like quite a lot of real-world eventualities have been missed from this video.

  • @amandhesi1071
    @amandhesi1071 2 роки тому

    Hi how to deal with a transaction when there is a difference in amount of bank statment line and bank account ledger entries

    • @hazmatproduction4562
      @hazmatproduction4562 2 роки тому

      With an insane amount of steps would be the answer.
      Unapply payment from invoice in customer / vendor ledger. Post invoice or credit memo for difference. Refund bank payment by payment journal & apply a new payment to the corrected invoice amount and use the invoice number to apply it correctly in the payment journal.
      Absolute insanity when you end up with dozens of penny rounding errors in any particular bank ledger

  • @loriettinger6106
    @loriettinger6106 Рік тому

    This doesn't address deposits or adjustments. This update is horrific