M365 Change Tracker

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Dynamics 365 Finance: Merge bank account financial dimensions when generating vouchers from bank reconciliation rules

<p>When vouchers are generated through bank reconciliation rules, financial dimensions from the selected bank account are merged with the financial dimensions defined on the reconciliation rule. Dimensions specified on the reconciliation rule take precedence, while any dimensions that aren't specified on the rule automatically default from the bank account. This enhancement enables a single voucher-generation rule to be reused across multiple bank accounts, reducing setup and maintenance effort while preserving bank-specific financial dimension values.</p>

Target December CY2026Cloud WorldwidePlatform WebSource last updated 2026-11-06

Affected: Dynamics 365 Finance

Related changes

Change history

2026-11-07 · First captured by tracker

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