Microsoft Dynamics 365 Cash & Bank Management – Create a Bank Account
Microsoft Dynamics Finance
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Create a Bank Account:
Bank accounts are common in Cash & Bank Management module. User may create default Bank accounts for Customers & Vendors in Accounts Receivable & Accounts Payable
To create a Bank Account, go to Cash & Bank Management > Bank Accounts >Bank Accounts
Open
Open Bank Accounts and create a New one
Fill in the Bank information:
– Bank Name
– Main Account
– Account Number
– Bank Group
– Address & Contact information
Choose the Financial Dimensions as highlighted below. At the end Save the form
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