Roadmap ID 576741
In development
Dynamics 365 Finance: Core financials - Enable import of customer payment remittance advice for processing and settlement
Summary
This feature includes the following functionalities:
Automated customer payment and remittance advice import, scanning, and mapping using AI processing in the integrated Power Platform environment.
Matching remittance advice data with data in Dynamics 365 Finance.
Seamless integration of remittance advice details into Dynamics 365 Finance customer payment journals and the settlement process.
Reports that provide insights into payment and settlement statuses, outstanding invoices, and overall cash flow.
Business Value
The ability to import remittance advice streamlines the accounts receivable process by enabling businesses to efficiently manage and reconcile payments from customers. By automating the import, scanning, and consumption of remittance advice data, businesses save valuable time and resources. This capability improves cash flow management and financial reporting.
Enabled for
Enabled by admins/makers/marketers for end users
- Status
- In development
- General availability target
- Jun 2027
- Preview target
- Mar 2027
- 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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