Dynamics GP – Transaction missing from the Transaction Enquiry / Void window in Bank Management

This is a quick post however I thought it was worthwhile postings as there’s not much information online about the Bank Management module.

A client wanted to void a GL type transaction in Bank Management however it wasn’t listed in the “Transaction Enquiry / Void” window in Dynamics GP.

The solution is to click “Upgrade from Recon” which refreshes the enquiry window with data from the reconciliation tables.

The window and button are highlighted below:

The process can take some time depending on the number of transactions as it will read from both open and historical bank management tables.

Once this had completed the transaction was available to void in the “Transaction Enquiry / Void” window.

I hope this comes in useful for someone else in the future.

Thanks for reading

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