Job page · Cash and bank management
Clear bridged transactions
A periodic job that reruns the clearing of bridging payments for a bank reconciliation as a batch job.
- Used by
- —
- Business process
- —
- Menu item
action:BankReconBridgedAutoClearing- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A periodic job that reruns the clearing of bridging payments for a bank reconciliation as a batch job. |
|---|---|
| What you do here | Used after fixing clearing journal posting errors from bank reconciliation, to clear the bridging payments again. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Periodic tasks › Clear bridged transactions |
| Set up first | Cash and bank management parameters Microsoft Learn ↗Bank accounts Microsoft Learn ↗Bank reconciliation Microsoft Learn ↗ |
| Used next by | — |
| Related pages | — |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Cash and bank management > Periodic tasks > Clear bridged transactions.
- Select the Reconciliation ID of the reconciliation that holds the clearing payments.
- Select OK to submit the batch job.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Reconciliation ID | The bank reconciliation whose bridging payments you want to clear.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 | action:BankReconBridgedAutoClearing Checked in Dynamics 365 |
|---|---|
| Form | SysOperationTemplateForm Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=action:BankReconBridgedAutoClearing |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- 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.