At least in Finland auditors want that bank statement includes also account statement pdf (customers get it from bank).
So basically when you have and bank acc. reconciliation page open, you could attach a document.
When you post statement, the attachment come to posted statement.
It’s would be nice to be possible to add an attachment to posted statements afterwards.
(sometimes user forgot to attach file when doing bank reconciliation)
Comments
Desperately need this on the Payment Recon Journal too. The matching functionality and Map Text to Account feature makes this our preferred method to reconcile the bank statements, however, it lacks the Gen and GST (VAT) Posting Groups on the journal lines, and the user is not able to attach supporting documents as attachments, similar to the functionality available on the General Journal and Payment Journal lines
Category: Financial Management
It would be great to be able to attach the Bank Statement from the bank to the Bank Reconciliation in BC. Users are looking for more ways to go paperless.
Category: Financial Management
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.
Best regards,
Business Central Team