PLEASE revert or update the new bank reconciliation process that was updated in V23.0 to a more user friendly version. At this time, it seems the update was made to boost sales for Yodlee. Even importing our banking data manually, it only allows Date and amount to be matched in the bank reconciliation screen. It's now taking us 500% long to reconcile our bank accounts as we are not paying for an outside service to pull in our bank information. This version update for Bank rec seems to be unethical as a sales pitch for Yodlee.
Comments
100% agree with Jessica. This new bank reconciliation is horrible, not user friendly and takes 5 times as long to complete the bank rec. I've been doing bank recs for decades and multiple different accounting software and have never used such an bad version. Whoever designed this did NOT think this through. When we signed the agreement to use Dynamics 365 we signed up for the version we were using. It is unethical to completely change the bank rec component without asking if we wanted it changed. Already out experience with Dynamics 365 has been poor, this makes it even worse. Would not recommend Dynamics 365 to others looking to change their software. How long we commit to this is now questionable.
Category: Cash and bank management