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Bank account copy

The video below shows a complete Dynamics 365 Bank account copy workflow:

  • Select the vendor that was copied to the other legal entity (for more information, refer to the Vendor Copy video).
  • Create a new bank account and enter all required details based on the account code type (e.g., AU BSB, IBAN, SWIFT).
  • Copy the new bank account to the copied vendor in the other legal entity.
warning

If the vendor was not previously copied, no vendor account will be available for selection.