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ReportI’ve noticed something a bit odd with the auto-apply feature in Business Central’s Payment Journal, and I’m hoping someone here might have seen this before or can help me make sense of it.
Context
The auto-apply function is supposed to match payments to open invoices or ledger entries based on a sort of Payment Application rules I’ve set up as the admin. It’s designed to save time by automating the reconciliation process, and in theory, it should apply these rules consistently every time.
What’s Happening
On the second attempt:
- High confidence matches (the good ones) increase noticeably, meaning fewer payments need manual work.
- None confidence matches (the time-consuming ones) drop significantly, saving loads of manual effort.
I don’t understand why this is happening, though. If the rules are static and nothing changes between runs, why does the system behave differently the second time?
What I’m Hoping to Learn
1.Why would auto-apply give different results on each attempt?
Is this a known quirk of the system? Could it be something like caching, timing, or an issue in how it processes matches?
2.How can I dig deeper?
Are there logs, configurations, or other troubleshooting tools that might give me more insight?
3.Can I make this more reliable?
I’d love ideas for tweaks or ways to make auto-apply work better on the first try (or automate the second improvement).
This discovery has already been a big help in cutting down manual work, but I’d like to understand what’s going on so I can refine the process and make it even better.
A Second-tries Enthusiast 😉
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