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Reconciliation matching rules data entity improvements

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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 - Aug 2025

Business value

The existing matching rule data entity in advanced bank reconciliation is enhanced to allow bulk upload of matching rules for the bank reconciliation process. This speeds up the setup process and allows easier configuration when bank reconciliation rules are moved from existing systems to Dynamics 365 Finance.

Feature details

The existing advanced bank reconciliation matching rule data entity is enhanced with the following functions:

  • Option to upload 1-to-many and many-to-1 matching rules.
  • Support all matching types.
  • Support upload of various matching criterias and conditions.