This feature includes the following capabilities:
Matching preview with an option to approve or reject bank reconciliation matching rule results.
Ability to select matching rules for manual review before posting results during the reconciliation process.
Pending review screen for users to investigate matching results.
Business Value:
The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.
Enabled for:
Enabled by admins/makers/marketers for end users
More info: https://learn.microsoft.com/en-us/dynamics365/finance/cash-bank-management/apply-cash-adv-bank-rec#preview-matching-results-before-posting
GA date: March CY2027
Preview date: August CY2026