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Further bank reconciliation report enhancements

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts - Apr 2025

Business value

Dynamics 365 Finance offers an advanced bank reconciliation feature that helps businesses manage the bank reconciliation process more efficiently. Businesses benefit from increased automation and more functional capabilities, reducing the need for manual work and saving time for cash management clerks. By streamlining the bank reconciliation process, Dynamics 365 Finance helps businesses improve their financial management and ensure accurate reporting.

Feature details

Within this feature, the existing bank reconciliation statement report in advanced bank reconciliation is updated with the following enhancements:

  • Redesigned report body to include details about trading party, trading party name, and type.
  • Report body to include voucher and voucher description.