Roadmap › 576635

Dynamics 365 Finance: Core financials - Preview automatic bank reconciliation matching results

In development Dynamics 365 Finance Web
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

<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>

More information

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