Reconciliation matching rule set (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Cash and bank management > Setup > Bank reconciliation > Reconciliation matching rule sets.
Use this form to define a set of reconciliation matching rules that are run in sequence during the bank statement reconciliation process. You can assign a default matching rule set for each bank account in the Bank accounts form.
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Matching rule set |
Enter the name of the matching rule set. |
Name |
Enter the description of the matching rule set. |
Active |
Select this check box if you want the matching rule to be run during reconciliation. |
Matching rule |
Select the matching rule to include in the matching rule set. |
See also
Reconciliation matching rules (form)
Set up bank reconciliation matching rules
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