Roadmap ID 576635
In development
Dynamics 365 Finance: Core financials - Preview automatic bank reconciliation matching results
Summary
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.
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.
Enabled for
Enabled by admins/makers/marketers for end users
- Status
- In development
- General availability target
- Mar 2027
- Preview target
- Aug 2026
- Products
- Dynamics 365 Finance
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability, Preview
- Platforms
- Web
- Added to the roadmap
- 16 Oct 2026
- Last changed
- 16 Oct 2026 · today
More Dynamics 365 changes
All Dynamics 365 roadmap itemsWhat changed
First observed 16 Oct 2026No field changes in the recorded history.
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