End to End advance bank reconciliation process in Microsoft Dynamics 365 finance and operations: Part-2

In this part I will try to explain the overall end to end process with simple matching rule. More advance rules and complex scenario, I will try to explain in next blogs.

Let’s see how it can be done.

Step-1: Create Matching rule

Step-2: View Bank account and unreconciled transactions

Step-3: Create MT940 bank statement

Step-4: Import bank statement

Step-5: Reconcile bank statement

Step-6: Post reconcile statement

That’s it for this blog, hope this will help you to understand end to end reconciliation process.

Thank you !!! Keep reading and sharing !!!