Bank reconciliation on document number/External document number .

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Posted on 28 Nov 2022 05:11:02 by MOHAMMAD TAHA IMTIAZ

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Currently in Bank reconciliation we match on the basis of date and amount

But I want to match reconciliation on the basis of external document number .

Please suggest any solution.

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Khushbu Rajvi. 12,268 Super User 2025 Season 1 on 24 Mar 2025 at 10:30:33

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Bank reconciliation on document number/External document number .

if this helps: https://community.dynamics.com/forums/thread/details/?threadid=0a2b1b35-6202-48a1-8965-c1456088a820
gdrenteria 16,383 Most Valuable Professional on 14 Mar 2025 at 13:30:17

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Bank reconciliation on document number/External document number .

Hi, good day
I hope this can help you, and give you some hints.

Rules for automatic application of payments - Business Central | Microsoft Learn

Best Regards
Gerardo
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YUN ZHU 79,876 Super User 2025 Season 1 on 13 Mar 2025 at 23:23:10

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Bank reconciliation on document number/External document number .

Hi, try the copilot function below.

Complete bank account reconciliation faster with Copilot

https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/complete-bank-account-reconciliation-faster-copilot?wt.mc_id=DX-MVP-5004336

Thanks.
ZHU
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Chaima_Ayadi 13 on 13 Mar 2025 at 19:40:44

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Bank reconciliation on document number/External document number .

I have the same problem please if anyone have the solution share with me
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Amit_Sharma 2,545 on 28 Nov 2022 at 14:19:38

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RE: Bank reconciliation on document number/External document number .

For this do customization.

Regards

Amit Sharma

www.erpconsultors.com
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Inkey Solutions 2,023 on 28 Nov 2022 at 12:31:44

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RE: Bank reconciliation on document number/External document number .

Hi,

There is no OOB way for this, you have to write custom code unit for achieve this functionality.

In the code unit you can use event subscriber for particular event.

Thank you.