Dynamics 365 Finance: Core financials - Enable cash discounts for settling customer invoice matching rules for bank reconciliation

Implement cash discounts on customer settlement when the payment is recorded through advanced bank reconciliation. The feature ensures that advanced bank reconciliation supports applying customer cash discounts when customer invoices are automatically settled through reconciliation matching rules. The process evaluates eligible cash discounts during automated settlement performed when running Settle customer invoices reconciliation rules, and applies them consistently, aligning behavior with manual settlement processes.

Business Value

This feature improves financial accuracy and compliance by ensuring eligible cash discounts are consistently applied during automated customer invoice settlement, aligning Advanced bank reconciliation with manual settlement behavior. It reduces manual effort and corrections by eliminating the need for post‑reconciliation adjustments to apply cash discounts, streamlining month‑end close and daily reconciliation operations. It increases trust in automation by delivering predictable, consistent settlement outcomes through reconciliation matching rules, enabling organizations to scale automated bank reconciliation with confidence.

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