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...


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