Finance | Project Operations, Human Resources, ...

Bank Recon - Many to One

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Posted on by DD-12061705-0

Hello,

When doing a bank reconciliation one issue that comes up is that a larger wire on the left needs to be matched with mutliple smaller transactions on the right. We would like to use the many to one feature to seamlessly match the transactions without having to figure out which group of transactions add up to $33,590.43 in the example below. We are looking for configuration settings to set-up for this.

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Dynamics 365 Finance

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Martin Dráb 237,965 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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Abhilash Warrier 5,426 Super User 2025 Season 2 on at

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Hey,

Have you explored setting up Advanced Bank Reconciliation Rules for matching, to set up the many-to-one feature for bank reconciliation in Dynamics 365 Finance?

Regards,

Abhilash

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