Customer Reconciliation Rules to Identify Customers
Feature | General availability on-premises | General availability online | Public preview |
---|---|---|---|
Customer reconciliation rules to identify customers | Sep 1, 2020 | Oct 1, 2020 | - |
Feature details
Using customer reconciliation rules, you can specify one or more search rules to identify the customer in a bank account entry. If the search rule is matched, the identified customer's customer number will then be added to the bank account reconciliation line, after which settlement can be performed.