Preview automatic bank reconciliation matching results
2026 Release Wave 1 · Cash and Bank Management
dX365³ Analysis
Our interpretation — not a Microsoft statement
This feature has been detected on the release plan but not analysed yet. The analysis is generated with the next radar run.
Microsoft information
Quoted from the release plan
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
This feature includes the following capabilities: - Matching preview with an option to approve or 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.
Change history
Differences detected between scans
- added12 Aug 2026
Microsoft added this feature to the Dynamics 365 Finance release plan.
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