Update bank balances when posting transactions using advanced ledger entry


These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

You can associate a bank account with one or more main accounts. If a bank account is associated with a main account, the bank account's balances can be updated when advanced ledger entries are posted to the associated main account. Note that the bank account must have an account number and routing number associated with it.