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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Matching rules in Bank...
Finance | Project Operations, Human Resources, ...
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Matching rules in Bank reconciliation

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Posted on by DE-03121601-0 13
Dear Experts,
 
I have a very simple requirement and hopefully this is very common.
 
Our client is sending the payment from D365 and the same payment line they want to reconline with automatic matching rule.
 
So we want a matching rule which is like- Voucher number from D365= reference number in MT940 field, if same or contain then it will match.
 
How the matching rule will look like?
 
Categories:
Dynamics 365 Finance
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