<p>This feature includes the following capabilities:</p> <ul> <li>Matching preview with an option to approve or reject bank reconciliation matching rule results.</li> <li>Ability to select matching rules for manual review before posting results during the reconciliation process.</li> <li>Pending review screen for users to investigate matching results.</li> </ul> <p>Business Value:</p> <p>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.</p> <p>Enabled for:</p> <p>Enabled by admins/makers/marketers for end users</p>
Roadmap › 576635
Dynamics 365 Finance: Core financials - Preview automatic bank reconciliation matching results
- General availability
- 2027-03
- Preview
- 2026-08
- Added
- 16 Oct 2026
- Last modified
- 16 Oct 2026 17:39 UTC
- First archived
- 16 Oct 2026
- Release rings
- General Availability, Preview
- Clouds
- Worldwide (Standard Multi-Tenant)
Description
More information
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