Summary
- Dynamics 365 Finance is adding pre-retrieval filtering for bridge transactions in the bank clearance process to improve transaction selection performance.
- Users will be able to narrow results by bank account, vendor/customer account, payment reference, check number, and date range before transactions load.
- The change is intended to reduce data loading time and improve responsiveness, especially in high-volume payment environments.
- This is an informational update only; Microsoft states that no action is required from admins.
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Low
Release Start: 11 Sept 2026
Release End: 11 Sept 2026
Services: D365 Apps, Dynamics
Category: Stay informed
Tags: New Feature
History
8/12/2026 Item Added to Message Center
Microsoft Message
We are announcing the ability to define filter criteria for bridge transactions before retrieval during the bank clearance process in Dynamics 365 Finance. This feature will reach general availability on September 11, 2026.
How does this affect me?
This feature enhancement helps users identify relevant bridge transactions faster and complete bank clearance and reconciliation activities more efficiently by defining the following filter criteria before bridge transactions are retrieved:
- Bank account
- Vendor or customer account
- Payment reference
- Check number
- Date range
This helps by loading only the relevant transactions, thereby reducing data loading time and improving system responsiveness, especially in high-volume payment environments.
What action do I need to take?
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Improved performance for selecting bridge transactions during the bank clearance process.