Inquiry page · Cash and bank management
Bank transactions
An inquiry page that shows all posted transactions for the selected bank accounts.
- Used by
- —
- Business process
- —
- Menu item
BankTrans- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | An inquiry page that shows all posted transactions for the selected bank accounts. |
|---|---|
| What you do here | Used to review bank account transactions, including summarized payments, and open their vouchers. |
| Example | For example, when the bank pays three vendors 100 EUR each, the payments can show here as one summarized bank transaction to match the bank statement. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Inquiries and reports › Bank transactions |
| Set up first | — |
| Used next by | — |
| Related pages | Bank management Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Voucher number | Shows an asterisk for a summarized payment.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BankTrans Checked in Dynamics 365 |
|---|---|
| Form | SysQueryForm Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BankTrans |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/work-cash-bank-dyn365-dyn365-finance/5-exercise-2
- learn.microsoft.com/dynamics365/finance/general-ledger/summary-payment
- learn.microsoft.com/dynamics365/finance/cash-bank-management/bank-management-workspace
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.