Dynamics 365 Finance: Core financials – Preview automatic bank reconciliation matching results
This feature includes the following capabilities: Matching preview with an option to approve or reject bank reconciliation matching rule results. Ability to select matching rules for manual review before posting results during the reconciliation process. Pending review screen for users to investigate matching results. Business Value: The Preview automatic bank reconciliation matching results 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. Enabled for: Enabled by admins/makers/marketers for end users More info: https://learn.microsoft.com/en-us/dynamics365/finance/cash-bank-management/apply-cash-adv-bank-rec#preview-matching-results-before-posting Product Release phase Preview Release date March CY2027Preview date: August CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-10-16 17:39:47Z Roadmap ID 576635 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=576635
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