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Dynamics 365 Finance: Merge bank account financial dimensions when generating vouchers from bank reconciliation rules

Microsoft 365 Message Center Archive by Merill Fernando

Summary

When vouchers are generated through bank reconciliation rules, financial dimensions from the selected bank account are merged with the financial dimensions defined on the reconciliation rule. Dimensions specified on the reconciliation rule take precedence, while any dimensions that aren't specified on the rule automatically default from the bank account. This enhancement enables a single voucher-generation rule to be reused across multiple bank accounts, reducing setup and maintenance effort while preserving bank-specific financial dimension values.

Status
In development
General availability target
Dec 2026
Preview target
Not published
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability
Platforms
Web
Source created
6 Nov 2026
Source modified
6 Nov 2026 · 5d ago
ChangeIntel

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Sources read 11 Nov 15:16 UTC · 274 of 275 readable · 273 fully read · documentation 469/469 current