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Dynamics 365 Business Central

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Jul 10, 2024

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AI Summary

  • Copilot's language processing capabilities enhance bank reconciliation in Dynamics 365 Finance.
  • Users have the option to reconcile bank transactions with or without Copilot, with Copilot offering automatic matching and proposal generation.
  • The Copilot feature provides a user-friendly interface with special icons to indicate new features related to Copilot.
  • Importing bank files is recommended over using the Suggest Lines feature for accurate reconciliation.
  • Starting a bank reconciliation with Copilot pre-selected leads to a new dialog box format with pre-populated options.
  • Copilot suggests matching multiple bank entries to one Business Central entry, a new feature not previously available.
  • Users can transfer unmatched entries to the general ledger with Copilot's assistance.
  • Before using Copilot in bank reconciliation, users must enable the feature and verify Copilot and AI capabilities are active.

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