Revert to simple bank reconciliation from advanced bank reconciliation

Important

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Enabled for Public preview General availability
Users by admins, makers, or analysts - Dec 22, 2021

Business value

This feature lets you disable the advanced bank reconciliation functionality for specific bank accounts, which will reduce the complexity of bank reconciliation for users.

Feature details

This feature lets you revert to simple bank reconciliation from advanced bank reconciliation. You can make this change for bank accounts that don’t contain reconciled bank transactions. You can't revert to simple bank reconciliation under the following conditions:

  • There are reconciled transactions for the account.
    If you try reverting to simple bank reconciliation, you'll receive the following error message: Advanced bank reconciliation can’t be turned off because there are reconciled bank transactions for bank account (%1).

  • There are posted bank statements.
    If you try reverting to the simple bank reconciliation for an account that contains posted bank statements, you'll receive the following error message: Advanced bank reconciliation can’t be turned off because this bank account (%1) contains posted bank statements.