Inquiry page · Cash and bank management
Bridged transactions
An inquiry page that lists bridged transactions: payments posted through a bridging account that haven't cleared the bank yet.
- Used by
- Chief financial officer, Accountant, Accounting manager and 3 more roles
- Business process
- —
- Menu item
BankBridgingInquiryV2- Main table
BankBridgingTransactionTmp- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | An inquiry page that lists bridged transactions: payments posted through a bridging account that haven't cleared the bank yet. |
|---|---|
| What you do here | Used to see which bridged payments are still pending before they are cleared to the bank account. |
| Example | For example, a customer payment is first posted to a bridging account and moves to the bank account only when it clears the bank. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Inquiries and reports › Bridged transactions |
| Set up first | Methods of payment Microsoft Learn ↗ |
| Used next by | Clear bridged transactions Microsoft Learn ↗General journals Microsoft Learn ↗ |
| 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 |
|---|---|---|---|
| — | |||
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 | BankBridgingInquiryV2 Checked in Dynamics 365 |
|---|---|
| Form | BankBridgingInquiryV2 Checked in Dynamics 365 |
| Table | BankBridgingTransactionTmpShown as “BankBridgingTransactionTmp” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesView bridged transactions BankBridgingInquiryViewDutiesInquire into bank transaction status BankBankTransactionStatusInquireView manage bank accounts workspace BankTreasurerWorkspaceView6 security rolesChief financial officerCompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerTreasurer PaymTreasurer |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BankBridgingInquiryV2 |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/cash-bank-management/bank-management-workspace
- learn.microsoft.com/dynamics365/finance/accounts-receivable/set-up-and-process-bridged-payments
- learn.microsoft.com/dynamics365/finance/cash-bank-management/clear-bridging-pyts-adv-bank-rec
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.