Bank transaction groups (form)
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.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tab
Tab |
Description |
|---|---|
Type |
Add the bank transaction types that are part of the bank transaction group. |
Fields
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. |
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