The Dynamics Explorer

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.