Preview automatic bank reconciliation matching results

Important

Release Plans will no longer be published starting in September 2026. New Dynamics 365, Power Platform, and Dataverse capabilities will be published to the AI at Work roadmap beginning in September 2026. Existing release plans will remain available for historical reference until further notice. Learn more about the roadmap and disclosure changes at One always-on roadmap: Dynamics 365, Power Platform and Dataverse join the AI at Work roadmap.

Enabled for Public preview General availability
Users by admins, makers, or analysts Aug 17, 2026 -

Business value

The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.

Feature details

This feature includes the following capabilities:

  • Matching preview with an option to approve or reject bank reconciliation matching rule results.
  • Ability to select matching rules for manual review before posting results during the reconciliation process.
  • Pending review screen for users to investigate matching results.

Preview automatic bank reconciliation matching results

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Preview matching results before posting (docs)