Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
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 | - | 
May 26, 2023 |
Business value
Organizations often use subledger data to help with assisting in matching transactions within ledger settlement. Financial tags can be used to track the subledger data, and now are available to be used for matching within ledger settlement. Using financial tags within ledger settlement automation will allow better matching, which reduces the number of transactions to be manually matched.
Feature details
Ledger settlement automation was released in 2022 release wave 2. This feature enhances the matching criteria within ledger settlement automation by adding financial tags. Financial tags can be used to track subledger data, such as a PO number, SO number, invoice number, or master data such as the customer or vendor. The matching criteria can be enhanced to use one or more of the financial tags, which will result in even more transactions being matched automatically and reducing the time for manual matching within ledger settlement.
The financial tags have also been added as columns to the Ledger settlement page. The columns give visibility into the tag values used by the ledger settlement automation (when viewing settled transactions), but also for transactions that require more investigation for manual ledger settlement.
See also
Financial tags (docs)
Financial tags (learn)