Dynamics 365 Finance: Merge bank account financial dimensions when generating vouchers from bank reconciliation rules
Bank reconciliation rules will now merge financial dimensions from bank accounts with rule-defined dimensions, with rule dimensions taking precedence. This allows reuse of reconciliation rules across multiple bank accounts while preserving bank-specific financial dimension values.
Microsoft's description
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.