Document Reference Management for Accurate References and Faster Reconciliation

Document Reference Management extends Microsoft Dynamics 365 Business Central with structured document reference handling on sales documents and general journal lines, and uses those references in payment reconciliation.

Teams often lose time when payment references are missing, inconsistent, or hard to match, which leads to manual lookup, delayed posting, and avoidable reconciliation errors.

This extension improves reference quality at the source and strengthens matching during import and reconciliation, helping finance teams close faster with better traceability.

Benefits

• Creates and maintains payment references directly in key sales and journal workflows
• Improves automatic matching between payment reconciliation lines and customer ledger entries
• Supports reference extraction from SEPA CAMT and related import mappings
• Reduces manual correction work and increases posting confidence
• Improves auditability with clearer end-to-end reference tracking

Start using Document Reference Management to standardize references, speed up daily reconciliation, and improve financial control with minimal process change.

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