Automatically clear bridged transactions

Dynamics 365 Finance

The article discusses a new feature in Dynamics 365 Finance, called "Automatic clear bridged transactions through advanced bank reconciliation".
This feature allows for the automatic reversal of bridging transactions based on the matching of bank statement lines.
The article provides step-by-step instructions on how to enable and configure the feature in the system.
Users need to enable the feature in the system administration settings and set up the bridging account by bank account in the payments setup.
The bridging main account needs to be inserted in the bank accounts section.
The system will automatically post the clearing of the bridging account when the bank statement is marked as reconciled.
Users can perform customer payments and bank reconciliations as usual, and the system will automatically generate the clearing transactions.
If there are any issues, users can manually re-launch the batch to perform the clearing.

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