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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 | Sep 2025 | Dec 2025 |
Business value
The Preview automatic bank reconciliation matching results feature allows users to preview matching results, and review and handle exceptions during an automatic bank reconciliation matching process. The feature ensures accurate matching and discrepancy minimization by allowing users to select which exceptions require review and are selected for user checks.
Feature details
The Preview automatic bank reconciliation matching results feature includes the following:
- Matching preview and option to update bank reconciliation results.
- Ability to select matching rules that should be manually reviewed before posting results during reconciliation process.
- Pending review screen for user to investigate matching results.
- Option to review bank reconciliation matching exceptions.
