Bank Transaction FactBox in Posted Entries

365 business Banking also shows the Bank Transaction FactBox in posted entries, with the purpose text, counterparty and references from the bank.

Business Value

For follow-up questions, troubleshooting or an audit, you see directly on the posted entry where a payment came from. You do not have to look up the bank transaction outside of Business Central.

Feature Description

The Bank Transaction FactBox is available in Bank Account Ledger Entries, Customer Ledger Entries, Vendor Ledger Entries, Employee Ledger Entries and General Ledger Entries. It is read-only and is only shown when the entry comes from a bank transaction. It shows the same details as in the payment reconciliation journal. For this purpose, the bank transaction details are kept after posting. You define the retention period through retention policies.

Details: Bank account ledger entries