Update bank balances when posting transactions using advanced ledger entry

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Mar 2, 2020 This feature is released. Apr 3, 2020

Business value

This features adds flexibility to organize your accounts in a way that's optimal for your organization and business situation by letting you associate a bank account with one or more main accounts.

Feature details

The bank account must have an account number and routing number associated with it.