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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.   

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Sara Schilke

PM, Microsoft

Comments

H

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

H

We would like this feature, should not be a big deal for ms to add this

Category: Cash and bank management

H

This is needed functionality especially when dealing with multiple bank accounts where individual files are received from the bank.

Category: Cash and bank management

H

Yes, please consider this requirement in the future releases, this is very much needed functionality.

Category: Cash and bank management

H

Hello,

any news ? a must have for a lot of our customers to used this function

Category: Cash and bank management

H

Our customer gets 1000 statements per day.....manual is not an option.

Category: Cash and bank management

H

Very important feature

Category: Cash and bank management