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Hello,
What is the best way to identify payments that are matched on Dynamics. Currently, there is no unique identifier to generate payment matching success reports.
Br,
Raghav
Hi RaghavPDL,
Can you elaborate about what do you mean about the matching process?
Do you mean matching transaction against payment while importing payment file or reconciliation?
Hello Alireza,
Thank you for your support. Sorry, I could not explain my situation in detail. Here it goes...
We get bank statements from banks which are uploaded to Dynamics. That then is matched against open invoices based on set rules (using invoice number, name etc.). Unmatched payments are then matched manually.
Currently, there is no way to identify payments that are matched and those which are not matched as there is no unique identifier or a tag for the same. Do we have any in-built field in Dynamics which gives us this information? Or what is the best way to solve this issue so we can create dashboards to showcase payment matching %.
Regards
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