Modern Bank Reconciliation feature

bank reconciliation worksheet

What Is Modern Bank Reconciliation? Introduced in 10.0.39 (preview) and generally available in 10.0.41. Advanced Bank Reconciliation enhancement. Feature Highlights Enhanced bank reconciliation matching rules: Worksheet Enhancement: Generate customer/vendor payment journals Settle invoices without leaving the page Cancel payment journals Side-by-side bank lines and ledger lines modern look Setup & Activation Enable the feature: Go … Read more

Installation and Role Assignment

Business Performance Analytics flowchart

Overview Business performance analytics is a powerful solution designed to transform organizational data into actionable, real-time insights—all in one place Prerequisite Before installing Business Performance Analytics (BPA), ensure the following prerequisites are met: You have a Power Platform admin or Dynamics 365 admin role. Your environment is running Dynamics 365 Finance version 10.0.38 or higher. … Read more

How GitHub Copilot Can Help a Functional Consultant in D365

Today, I encountered an issue reported by one of my clients. They use bridging transactions in the Customer payment journal, and also make use of the Deposit slip functionality. However, after a recent upgrade to version .43, we noticed that the checkbox "Use a deposit slip" can no longer be selected when the Method of … Read more

Import Electronic reporting Configuration from Microsoft Dataverse

Description: 10.0.17 – LCS repository as a storage option for Electronic reporting configurations deprecated as replaced with Regulatory Configuration Service (RCS) Global repository 10.0.39 – Regulatory Configuration Service (RCS) deprecated. All new RCS provisioning is stopped as of 10.0.39 GA. Migration RCS to Globalization Studio by August 1, 2024. when open an Environment with 10.0.40 … Read more