Dynamics 365 Finance - Improved performance for bridge transaction selection during the bank clearance process

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.