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

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.