AMC Banking 365 BC - Release 26.0.2.0 | Scribe

AMC Banking 365 BC - Release 26.0.2.0

  • AmcbankingAmcbanking

Release Notes

AMC Banking 365 BC - 26.0.2.0

Release date: June 2026

Bank Account / Payment Reconciliation Journal

[BCBA-282] Improvement of the AMC Auto matching

Description
We have improved the bank account auto matching rules in four ways:

  1. Improved Auto-Matching of Invoice Numbers

  2. Party Match Percentage

  3. Split lump-sum incoming payments

  4. Copy Auto-Match Rules between Bank Accounts

1. Improved Auto-Matching of Invoice Numbers

We have enhanced the auto-matching functionality to better handle invoice number variations commonly used in Business Central.

Previous Challenge

Many companies use prefixes in their invoice numbers, for example:

  • PS-INV123456

However, when customers make payments, they often reference only the numeric part:

  • 123456

  • 0000123456

As a result, the matching process was sometimes unable to identify the correct invoice.

Solution: Omit Words

We have introduced a new Omit Words setup option.

Users can now define prefixes or text strings that should be ignored during matching. For example, by configuring PS-INV as an omitted word, the system will compare:

  • PS-INV123456

  • 123456

  • 0000123456

as equivalent values, significantly improving the success rate of automatic invoice matching.

2. Party Match Percentage

We have redesigned the party-related matching functionality by replacing the previous Split Name method with a more flexible Party Match Percentage setting.

Previous Behavior

Previously, party-related matching required the payer to provide the full customer name to achieve a match.

For example, if the customer name was:

  • AMC-Consult A/S

the payer reference would typically need to contain the complete name to create a party-related match.

New Match Percentage Logic

You can now define how much of the customer name must match before a party-related match is considered valid.

For example, if the customer name is:

  • AMC-Consult A/S

and the payer only enters:

  • AMC

this represents approximately 20% of the full name.

Examples

Party Match Percentage = 50% (Default setting)

  • Customer name: AMC-Consult A/S

  • Payer reference: AMC

  • Result: No party-related match is created because the match percentage is below the required threshold.

Party Match Percentage = 20% or below

  • Customer name: AMC-Consult A/S

  • Payer reference: AMC

  • Result: A partial party-related match is created because the configured threshold is met.

Party Match Percentage = 100%

  • Customer name: AMC-Consult A/S

  • Payer reference: AMC-Consult A/S

  • Result: A fully party-related match is created because the configured threshold is met.

Combining with Omit Words

The new Omit Words feature can also be used with party-related matching.

For example, if A/S is configured as an omitted word:

  • Customer name: AMC-Consult A/S

  • Comparison value: AMC-Consult

  • Payer reference: AMC

The match percentage is then calculated against the cleaned customer name, improving matching accuracy. Representing approximately 27% of comparison value.

Important Note

Words containing fewer than 3 characters are ignored during party-related matching and are not taken into account when calculating the match percentage.

Performance Consideration

Using a very low match percentage may increase the time required for the auto-matching process, as more potential matches must be evaluated.

Disabling Party Match Percentage

Party-related percentage matching can be disabled by setting the value to 0%.

3. Split Lump-Sum Incoming Payments

We have introduced a new feature that can automatically split lump-sum incoming payments into multiple customer payments.

Use Case

In some cases, a parent company or central payment office pays invoices on behalf of several customers. These payments are often received as a single amount and only include a list of the invoice numbers being paid.

Previously, such payments required manual processing. With the new functionality, the auto-matching process can:

  1. Identify the customers associated with the stated invoice numbers.

  2. Verify that all referenced invoices exist in Business Central.

  3. Split the incoming payment into multiple payments, one for each identified customer.

  4. Match the resulting payments to the corresponding customer ledger entries.

Example

A payment is received for:

  • Invoice 1001 (Customer A)

  • Invoice 1002 (Customer B)

  • Invoice 1003 (Customer C)

If the payment amount equals the total of these invoices, the system will automatically split the payment into three separate customer payments and perform the matching accordingly.

Important Requirements

Automatic splitting is only performed when all of the following conditions are met:

  • All paid invoice numbers are explicitly stated in the payment information.

  • Every stated invoice can be found in Business Central.

  • The total payment amount exactly matches the combined amount of the identified invoices.

If any invoice cannot be found, an invoice is missing from the payment reference, or the payment amount does not match the total invoice amount, no automatic splitting will be performed.

4. Copy Auto-Match Rules Between Bank Accounts

To support the new auto-matching features and expanded configuration options, we have introduced the ability to copy auto-match rules from one bank account to another.

Benefits

This feature makes it easier to maintain consistent matching configurations across multiple bank accounts and reduces the time required to set up new accounts.

When copying auto-match rules, all related settings and configuration options are transferred to the selected bank account, eliminating the need for manual reconfiguration.

Cross-Company Support

The copy functionality also works across Business Central companies.

Users can copy auto-match rules from a bank account in another company, provided they have the necessary permissions to access both the source and destination companies.

Typical Use Cases

  • Setting up a new bank account using an existing configuration.

  • Standardizing auto-match rules across multiple bank accounts.

  • Reusing proven matching configurations across different Business Central companies.

  • Reducing implementation and maintenance effort when managing multiple entities.

Take a look at the new settings for the auto match features:

AMC Banking 365 BC - Automatch rules

Should you experience any issues with a release, please reference case number BCBA-XXX when contacting support.