Bank transaction groups (form) [AX 2012]

Updated: February 18, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Cash and bank management > Setup > Bank transaction groups.

Use this form to set up groups of bank transaction types.

When you reconcile the bank statement, you can calculate totals for each bank transaction group and for each bank transaction type.

The following tables provide descriptions for the controls in this form.

Tab

Description

Type

Add the bank transaction types that are part of the bank transaction group.

Field

Description

Bank transaction groups

Enter the identifier of the bank transaction group. The identifier can be an alphanumeric string of up to 10 characters.

Description

Enter a short description of the bank transaction group.

Bank transaction type

Click Add and select the bank transaction type to add to the group.

Name

The name of the selected bank transaction type.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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