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Post new transactions directly from bank reconciliation

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Oct 2, 2023

Business value

This feature greatly improves the usability of bank reconciliation by reducing the number of manual steps.

Feature details

With this new feature, in bank reconciliation worksheets, users can mark new transactions like bank fees and interest and directly post them. There's no need to navigate back to the bank statement. Users will be able to check the posted vouchers directly in the bank reconciliation worksheet.

See also

Use cash and bank processes (learn)