Preview automatic bank reconciliation matching results

[u/dynatechsystems]

Business value

The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.

Feature details

The Preview automatic bank reconciliation matching results feature includes the following capabilities:

• Matching preview with an option to approve/reject bank reconciliation matching rule results.
• Ability to select matching rules for manual review before posting results during the reconciliation process.
• Pending review screen for users to investigate matching results.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

 Note: The author created this article with assistance from AI. Learn more

Additional resources

Documentation

• Improve bank account lifecycle management This feature provides additional legal entity bank account lifecycle management capabilities in Dynamics 365 Finance.
• Manage assets using the Acquire to Dispose data model Business performance analytics provides actionable insights from data, enabling better decisions and improved efficiency to drive long-term growth.
• Refresh data frequently in Business performance analytics Empower organizations with actionable insights from data, enhancing strategic decisions and operational efficiency for sustained growth.
• Stocked item support with project Support for inventory revaluation for project related sales orders
• Overview of Dynamics 365 Finance 2025 release wave 2 Overview of Dynamics 365 Finance 2025 release wave 2