Bank Activity Imports

Bank activity imports allow users to upload transaction data from their financial institutions into R365. This method requires downloading a file from the banking institution and importing it into the Bank Activity page . Manual imports give the us...

Bank activity imports allow users to upload transaction data from their financial institutions into the Bank Activity page where users can match of bank transactions with records in R365 before starting bank reconciliation. This method requires ...

Bank activity imports allow users to upload transaction data from their financial institutions into the Bank Activity page where users can match of bank transactions with records in R365 before starting bank reconciliation. This method requires ...

Importing CSV bank files requires mapping of bank data to R365 Bank Activity columns. Once saved, users can view, edit, or delete saved mappings in the CSV Map Fields Window . The import process must be completed to edit saved mappings. Se...

Bank activity can be imported using a CSV file . When importing, the columns in the CSV file must be mapped to their corresponding columns on the Bank Activity page . The CSV Map Fields window opens during the import process, allowing users to m...