DynamicsCon March 16 - 18, 2021

It’s a Match: Using Automatic Bank Rec in Business Central

Functional session

Speaker

Leanne Paul - NEW PRESENTER
Leanne Paul - NEW PRESENTER

Session Description

In this session we will cover the setup and processing of Bank Reconciliation with Auto Match in Business Central. We'll review how to set up a Data Exchange Definition and see the results of importing the bank file. The discussion will include some caveats of using the Auto Match feature. Participants will be able to: -Identify the differences between traditional Bank Rec and Bank Rec with Auto Match, set up Auto Match and basic data exchange file, and process bank rec and review matches.

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