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Microsoft Dynamics 365 Business Central - Reconcile Bank Accounts in Microsoft Dynamics 365 Business Central

Time & Location

Oct 12, 2023, 10:00 AM – 10:05 AM EDT

Zoom Webinar

About the event

Do you want to learn how to reconcile bank accounts in Business Central? Bank reconciliation features and reconciliation journals are discussed in this learning path. • Introduction to bank accounts. • Review the reconciliation process • Import a bank statement file • Use the payment reconciliation Journal In this webinar, the user will learn how to use the bank reconciliation feature to check the bank ledger entries and the balance on the accounts against the statement from the bank. Users who are working with cash management must become familiar with importing bank files and automating the process.

 To get enrolled for free, please note the following terms, conditions, and steps: 

  • Our sessions are NOT a sales activity. We aim to share functionalities that help you become efficient when using the solution.
  • RSVP per individual is required.  Seats/connections are limited.  Confirmations will be on a first-come, first-serve basis.  More than one person per company is allowed.
  • Please email for any questions.  Note that you can now register online with the link under each class.
  • Versions of the IT solutions that we are using for training may vary.  Optimus conducts training to generically cover the current and past 2 versions of the ERP or CRM system.  If you have any questions, contact to confirm the version included in the training.
  • Students will be trained by senior Optimus consultants/instructors or invited industry experts to teach the usage of a particular functionality or business concept.
  • If a course is for software, it is meant to be used in live client system environments or for customers who may try and activate functionality internally by their staff.  The training is not meant for customers in the middle of an implementation.
  • This course is not going to SUBSTITUTE a training of an action in progress implementation or project
  • A client who takes 10 training per year saves USD 4,500.  This ROI is calculated assuming a client would pay 3 hours (1 prep and 2 execution) in consulting fees at regular rates for such a course.

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