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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Jul 31, 2024 |
Dec 2025 |
Business value
Bank accounts are the key master data for all banks' relevant transactions. You need to manage bank accounts well, including bank account openings, closings, changes, signature management, and periodical auditing. With this feature, you get sophisticated bank account lifecycle management.
Feature details
This feature provides extra legal entity bank account lifecycle management capabilities in Dynamics 365 Finance:
- Approval workflow for bank account activation, modification, and deactivation.
- Configurable protected fields to set whether bank account modification requires approval.
- Approver can review proposed changes on the bank account.
- Bank account change history for auditing purposes.
- Additional signer primary data on the bank account.
