Advanced bank reconciliation enhancements for Dynamics 365 Finance | TechTalk

Get an intro and overview of advanced bank reconciliation critical feature enhancements for Dynamics 365 Finance. Public preview is open from 10.0.39 release. Chapters: 00:00 Intro 00:30 Agenda 01:07 Advanced bank reconciliation overview 02:22 Import bank statement 04:40 Demo 1 08:00 Automatic matching 11:16 Match bank statement with company transactions 12:25 Demo 2 16:21 Generate GL vouchers 17:08 Demo 2 21:07 Settle customer invoices 22:37 Generate customer payments 24:30 Demo 3 30:24 Manual matching 32:30 Demo 4 35:38 Complete reconciliation 38:09 Demo 5 42:20 Roadmap 44:05 Useful resources 44:35 Q&A 54:22 Closing comments Presenters: Eric Wang Suzhen Zheng Venkatesh Vadlamani