Customer Reconciliation Rules to Identify Customers
|General availability on-premises
|General availability online
|Customer reconciliation rules to identify customers
|Sep 1, 2020
|Oct 1, 2020
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.