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How to disable automatic sub-to-prime journals when matching

How to disable automatic sub-to-prime journals when matching



Description of Issue

How do I turn off the setting for automatic sub-to-prime journals when matching

We would like to journal our own transactions moving forward



Context
  • Bank Codes

  • Bank Reconciliation Manager 



Cause

Create transfer transactions option is enabled on bank account(s)



Resolution

Disable the Create transfer transactions option on bank account(s)

  1. Navigate to: Financials > Cash Management > Bank Reconciliation > Bank Codes

  2. Select Accounts option from ribbon

  3. Search and Accept

  4. Locate accounts with Create transfer transactions option enabled

  5. Update

  6. Uncheck Create transfer transactions 

  7. Accept



Additional Information












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