Bank Account Import Selection
When connecting, you choose in 365 business Banking which bank accounts of the bank access are created in Business Central.
Business Value
A bank often releases every account of an access, including private accounts, dormant accounts or accounts of other companies. You transfer only the accounts that you want to keep in Business Central. You do not have to delete unneeded bank accounts afterwards.
Feature Description
With PSD2/XS2A and EBICS, the Connect Bank Account wizard shows the Select your bank accounts step with the reported accounts, their IBAN, Bank Account No., Currency and Account Holder. Newly reported accounts are preselected. In the Connect column you decide which ones are taken over. Choosing Finish creates the selected accounts in Business Central or connects existing ones. If there are no further accounts to connect, the wizard displays a message instead of an empty list.
Accounts that are not selected are removed
With PSD2/XS2A, newly reported bank accounts that you do not select are removed from finAPI again, and the release is revoked. If you want to keep such an account in Business Central later, run the wizard again.
Details: Connect a bank account