Using Legacy Bank Feeds (BC365)

these instructions are for using the legacy version of the bank feeds service please migrate to the new version by following these instructions docid\ r2zeccwpg7r4j2narvqmh creating reconciliation journal creating first bank feed bank account reconciliation to reconcile bank accounts, search for bank account reconciliation on this page select process → new and select the bank account to reconcile creating first bank feed payment recon journal users can also use bank feeds from the payment reconciliation journal select cash management → payment reconciliation journal select process → import bank transactions they will then be asked to select the bank account and the range of dates to import please note that if there are no transactions for the date range selected, nothing will appear on the page date range import date range bank feeds import for bank account reconciliation in the bank account reconciliations, you will be able to select the time period you wish to pull transactions from by entering the statement ending date and ending balance the left side, bank statement lines , will display the amounts from your bank statement the right side, bank account ledger entries , will show the amounts posted in dynamics 365 business central to populate the bank statement lines for the bank reconciliation module, users can either import by going to bank → import bank statement suggest lines feature by going to process, then suggest lines the bank statement lines section has now been populated and will do an attempt to match them to the bank account ledger entries the lines will now appear in green if there is a match date range bank feeds import for payment reconciliation journal for the payment reconciliation journal , you can select the bank account, then select process → import bank statement to enter the transactions into the payment reconciliation journal business central will give a confidence match of transactions found in the business central system, which you can then use to reconcile their transactions