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cash transaction posted to GL without bank statement & Reconciling

edited Mar 18, 2025 10:55AM in Payables, Payments & Cash Management 2 comments

Summary:

When creating a cash management external transaction & on saving business would like to bring Payments/Receipts Transactions

posted to GL directly.

Content (please ensure you mask any confidential information):

AS IS PROCESS

  1. Create a transaction in cash management. (Mandatory)

2. Creating a bank statement

3. Reconciling it (manual as well auto)

4. Create accounting in cash management

TO BE PROCESS

1. Create a transaction in cash management. (Mandatory)

2. Create accounting in cash management

Version (include the version you are using, if applicable):

25A


Code Snippet (add any code snippets that support your topic, if applicable):

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