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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Advance bank reconcili...
Finance | Project Operations, Human Resources, ...
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Advance bank reconciliation

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Posted on by HA-05080935-0

I’m trying to run a matching rule in D365 FO for a scenario where one lump‑sum bank transaction should match against multiple payment journals. After running the rule, no error was reported, but no transactions were matched. Has anyone experienced this issue, and what configuration steps are needed to make the rule work for one‑to‑many, many‑to‑one, or many‑to‑many scenarios instead of only one‑to‑one matching? 

Screenshot of the rule setup and bank statement attached.

Bank recon 2.png ...
Bank recon 1.png

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Categories:
Dynamics 365 Finance
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    vishalsahijwani Profile Picture
    vishalsahijwani 339 on at

    Hi @HA-05080935-0 ,

    Please check if total of journal amount is matching with the bank transaction completely otherwise even if there is a slight mismatch can cause a non matching issue with 0 errors.

    Also please get your matching rules reverified thoroughly.

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