Give users the ability to set up a batch job to automatically import bank statements from a designated file server at times to be defined by the user. This functionality existed in AX 2012 but does not exist in 365. Some 365 users have 250+ bank accounts that need to be tracked & reconciled. It is reasonable for a user to want batch mode so they don't have to load lots of bank statements every day.
Comments
Having changed the import format to Electronic Reporting, I was loking forward o use the "batch" button and schedule it with a recurrence.
However, I was surprised that this batch button does not work as others : you can only Import Bank Statement by batch NOW. You cannot choose another time to execute it, and no recurrence either. Strange behaviour.
Anyway, I upvoted this feature.
Category: Cash and bank management
We would like this feature, should not be a big deal for ms to add this
Category: Cash and bank management
This is needed functionality especially when dealing with multiple bank accounts where individual files are received from the bank.
Category: Cash and bank management
Yes, please consider this requirement in the future releases, this is very much needed functionality.
Category: Cash and bank management
Hello,
any news ? a must have for a lot of our customers to used this function
Category: Cash and bank management
Our customer gets 1000 statements per day.....manual is not an option.
Category: Cash and bank management
Very important feature
Category: Cash and bank management
Administrator on 10/12/2023 7:58:33 AM
Import bank statements from SharePoint folder feature is delivered in 10.0.36.