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Procedure documentationCreating a Draft Bank Statement Locate this document in the navigation structure

 

Saving as a draft allows you to access and finalize the bank statement at a later time or date. For example, if you need to check information or wait for an approval before finalizing, you can save the bank statement as a draft and then call it up later and subsequently finalize it.

Procedure

Define at least one transaction row in the Bank Statement Details window and choose the Save Draft button.

Result

A draft bank statement is added to SAP Business One and can be accessed through the Bank Statement Summary window, and viewed by running the Bank Statement Information report.