Import bank statement automatically
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Oct 27, 2023 |
Business value
With this feature, manual upload of bank statements can be replaced by a batch job. This will save considerable effort for the accounting team.
Feature details
Before, when bank statement files arrived, users had to upload them manually. With this new feature, bank statement files can be shared in a SharePoint folder. A periodical batch job can be scheduled to pick up the bank statement files and upload them automatically.