import { Callout } from "zudoku/ui/Callout";

# Bank Transaction FactBox in Posted Entries

## Business Value

The details supplied by the bank for a transaction – purpose text, counterparty, references – used to be available only in the payment reconciliation journal. Once posted, the entry was cut off from them: for follow-up questions, troubleshooting or an audit, the corresponding bank transaction had to be looked up again, usually outside of Business Central.

With the **Bank Transaction FactBox in posted entries**, the full bank context is available directly in the posted entry.

## Feature Description

The **Bank Transaction** FactBox is available in the following entry lists:

- **Customer Ledger Entries**
- **Vendor Ledger Entries**
- **Employee Ledger Entries**
- **General Ledger Entries**
- **Bank Account Ledger Entries**

It is the same FactBox as in the payment reconciliation journal – with purpose text, the counterparty details (**Sender** or **Recipient** depending on the payment direction), references and classification. In posted entries it works in read-only mode; the jump into the reconciliation rules is omitted, because there is no journal line left for a rule to be applied to. See [Dynamic FactBox Captions](factbox-dynamic-captions.mdx).

The FactBox is only shown when bank transaction details actually exist for the entry. For manual postings or entries from other sources it stays hidden.

<Callout type="tip" title="Details are fetched on demand">
If the bank transaction details for an entry are no longer stored locally, they are requested from the banking service once. This applies only to bank accounts that are connected as a bank account through 365 business Banking – not to payment service providers. Unsuccessful requests are noted per session, so that scrolling through an entry list does not trigger repeated requests.
</Callout>

<Callout type="note" title="Retention policy">
The bank transaction details table is enabled for **retention policies**. You can therefore control how long the bank details are kept; the bank posting date is used for evaluation.
</Callout>

For more information, see [Bank Account Reconciliation](../../bank-reconciliation.mdx).