Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Matthew Schwankl]

When cash is received our cash app person uses the Bank Transaction Entry module to enter an Increase Adjustment for said cash.  This is a very manual process and has to enter each cash receipt separately.  Obviously you could imagine how much time goes into this on a heavy cashflow day.

Does anyone know if it is possible to do batch entries into the Bank Transaction Entry module?

If not does anyone have any suggestions on how to upload batch entries into the cash subledger?  Either using SmartConnect or another module within GP.

thank you,

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Matthew Schwankl
NorthMarq Capital, LLC
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[Dexterity Developer]

There in no Batch option with bank transaction Entry. Although There are eConnect Node for Bank Transactions Entry, you can use it.

taBRBankTransactionHeader
taBRBankTransactionDist

One of my client want to have save button on this window, I worked on this functionality but they were not saving in batch.
If  could have saved all those receipts on excel and at the end of day can create Bank Transaction from reading data from excel.

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dexteritydeveloper
dexteritydeveloper@gmail.com
https://keptonworking.blogspot.com/
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[Theresa Rago]

We use integration manager to upload bank transactions.  Additionally, our VAR created a Bank Transaction Edit module so that our users can batch entries and run an edit report before posting.  If you would like more information you can contact me directly.

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Theresa Rago
Manager, Financial Systems
CV Starr & Co, Inc.
New York NY
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