Dynamics 365 Finance - Enhancements to financial tags

We are making enhancements to financial tags in Dynamics 365 Finance. These enhancements will be available on September 11, 2026.

How does this affect me?
With this feature enabled, financial tags will be populated in additional payment and bank reconciliation scenarios, including:

• Customer and vendor payment journals generated from payment proposals.
• Account and offset account lines on those payment journals.
• Journals created through advanced bank reconciliation matching rules, including Generate voucher, Customer payment, and Vendor payment actions.

Financial tags will continue to use transaction defaulting rules. Default values will not be supported on primary data, such as customer, vendor, or product data.

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 Enhancements to financial tags.