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Dynamics 365 Finance - Preview automatic bank reconciliation matching results

Services: Finance and Operations Apps· Published: 2026-07-30· MS modified: 2026-07-30
New feature

Microsoft announcement

We are announcing the ability to preview automatic bank reconciliation matching results in Dynamics 365 Finance. This feature will reach public preview on August 17, 2026.

How does this affect me?
This 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.

Key capabilities of this feature include:
  • Matching preview with an option to approve or reject bank reconciliation matching rule results.
  • Select matching rules for manual review before posting results during the reconciliation process.
  • Pending review screen for users to investigate matching results.
What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Preview automatic bank reconciliation matching results.

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