GP Automate Financial Full Reconcile

Dynamics GP Tip: Automate Financial Full Reconcile

Source: Dynamics GP Documentation

With the October 2020 release of Dynamics GP, you now have the ability to automate financial full reconcile.

In the Reconcile Financial Information window, from the Financial Home page, choose Utilities, select Financial and then Reconcile. Users can now choose “ALL” for all years to be reconciled from the oldest year to newest year. Prior to this new feature, users would have to reconcile one year at a time.

The process will complete one year before it starts reconciling the next year. Just like now we don’t allow the user to select another year until the first reconciliation is complete.

Tip

This is still the same Dexterity process we have had in the past and may cause performance slow down if you do all years depending on data set.

GP Automate Financial Full Reconcile

A warning message will appear if detailed transactions do not exist for any historical years selected.

GP warning message

For more information about the latest release, contact our Dynamics GP experts.

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