Bank reconciliation on document number/External document number .

(3) Share

Report

Posted on by MOHAMMAD TAHA IMTIAZ

427

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.

I have the same question (0)

All responses (6)

Answers (0)

Sort by

Suggested answer

Inkey Solutions 2,116 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

Amit 2,563 on at

Like (0)

Report
Copy link

Link copied!

For this do customization.

Regards

Amit Sharma

www.erpconsultors.com

Was this reply helpful? Yes No
Suggested answer

Chaima_Ayadi 13 on at

Like (0)

Report
Copy link

Link copied!

I have the same problem please if anyone have the solution share with me

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 100,063 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Gerardo Rentería Ga... 26,108 Most Valuable Professional on at

Like (2)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 22,340 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

if this helps: https://community.dynamics.com/forums/thread/details/?threadid=0a2b1b35-6202-48a1-8965-c1456088a820

Was this reply helpful? Yes No