Only a short post however I thought I’d blog this one as its a frequent query we receive on the Bank Management module in Dynamics GP.
Clients who have the “Bank Management” module for Dynamics GP will often create a new chequebook via “Cards > Financial > Chequebook” and notice the “Bank Management” option isn’t immediately visible to add the additional setup:
This is because you first need to grant access to the users in the bank management module and then you see the option.
You grant access via “Cards > Financial > Bank Management > Setup”
Once in the Bank Management Setup window click “Access”
Once in the Access window pickup the relevant users and grant them access to the new chequebook:
Once this has been granted the “Bank Management” option is visible on the chequebook in the “Cards > Financial > Chequebook” window.
Hope this helps someone else in the future.
Thanks for reading.