Bank reconciliation on document number/External document number .

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Posted on 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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Inkey Solutions 2,100 on at

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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.

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Amit 2,557 on at

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For this do customization.

Regards

Amit Sharma

www.erpconsultors.com

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Chaima_Ayadi 13 on at

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

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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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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Gerardo Rentería Ga... 25,157 Most Valuable Professional on at

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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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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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

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