News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Bank reconciliation on...

Small and medium business | Business Central, N...

Suggested answer

Bank reconciliation on document number/External document number .

(3) Share

Report

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.

All responses Img

All responses (6)

Answers Img

Answers (0)

Suggested answer

Khushbu Rajvi. 11,539 Super User 2025 Season 1 on at

Like (1)

Report

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 16,226 Most Valuable Professional on at

Like (2)

Report

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
Suggested answer

YUN ZHU 79,587 Super User 2025 Season 1 on at

Like (2)

Report

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
Suggested answer

Chaima_Ayadi 13 on at

Like (0)

Report

Bank reconciliation on document number/External document number .

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

Amit_Sharma 2,545 on at

Like (0)

Report

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

For this do customization.

Regards

Amit Sharma

www.erpconsultors.com
Suggested answer

Inkey Solutions 2,009 on at

Like (0)

Report

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.

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge 🌸

Quick Links

Leaderboard

#1

André Arnaud de Cal... 293,304 Super User 2025 Season 1

#2

Martin Dráb 232,149 Most Valuable Professional

#3

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans