Product updates in version 25.2

Accountants have requested to see and check Bank Account balances before posting journal lines. In the standard Business Central functionality, there is a Reconcile function in the journal, but it only shows the balance of the G/L account, not the Bank Account, if more than one is posted in one G/L account.  

So, in this Bankfeed version, we introduce the ability to see the Bank Account balance before posting the journal lines to ensure that all transactions are covered and the balance matches.  

In the Journal (Payment or Cash Receipt) click Page > Show Balance (Bankfeed) 

In the bottom page section, you will see amounts – Bank Acc. Balance, Debits, Credits, Net Change, Balance After Posting.  

To ensure effective communication with our customers and keep them updated on important events in Bankfeed, we are excited to introduce our new Notifications app.  

This feature will be available to all Bankfeed users starting with this solution version.  

Notifications will not only keep you informed but may also provide guidance toward a solution.  

Currently, notifications will be displayed for the following situations: 

• Errors in Bankfeed uploads, parsing, or journal entries 

• Errors in the Bankfeed job queue  

• Bankfeed license expiration warnings – starting 7 days before the expiration date 

• Expiration warnings for connected Bank Accounts – starting 7 days before the expiration date  

• Bank Accounts that are Offline 

• Bank Accounts that are Not Linked to Bank Accounts in Business Central 

• External notifications regarding version releases, updates, or other important information 

Notifications will be displayed in the Bankfeed role center under the section titled “Bankfeed Notifications“. 

When you click on the Notification number, a list of Notifications will open.  

Click on each Notification to view its details.  

In the notification message, you will typically find a link. Click on it if you wish to open it. 

Additionally, there are several action buttons available: 

• More Details – this button opens related table information, such as Accounts, Licenses, etc. 
• Contact Support – clicking this button opens a pre-filled email, where you can add any additional information and send the email to Bankfeed support directly from Business Central. Please note that “Email Accounts” must be set up for emails to work properly
• Read Later – this option allows you to postpone reading the notification
• More Actions – this menu includes options like Open in New Window, Open Notification Card, Dismiss Notification (for the reading user), and Dismiss Notification for All Users

To minimize the errors the client may encounter with Bankfeed due to the connection of unnecessary and unlinked bank accounts, we have implemented a new feature. This functionality will automatically disconnect any unlinked bank accounts that have been connected for more than three days. 

There will be no changes in the users daily routine with Bankfeed. However, if you have connected any accounts that are not linked, they will be automatically disconnected. You will also receive notifications prompting you to link your account, along with the due date for disconnection. 

Additionally, a new field titled “Account Status” has been added to the Accounts page.  

When Accounts are linked, their status will display as “Ready to Use” 

If Accounts are connected but not linked, they will be marked as “No Bank Account Link“ 

If you have connected a multicurrency account and do not need to receive statements for one or more of the currency accounts, you can mark it as “Not in Use“ 

Bank transactions will not be uploaded to Business Central for Bank Accounts that are not linked – with the status “No Bank Account Link“, or that are marked as “Not in Use“. Getting transactions will resume once the Accounts are linked. 

Bank Accounts will also be automatically disconnected when your Trial or Normal Bankfeed license expires.