In this article
Product Information
- Introduction
-
Bank reconciliation agents
- Reporting
- Governance
- FAQ
Release Notes
- 10.0.47.20260707
- Installation process
DXC Agent for Finance in D365 FSCM
Reporting
Reporting is available for DXC Agent for Bank reconciliation in D365 FSCM.
Applicable reporting is also discussed under each agent, this page is a summary of all the available reporting fields for all the Finance agents.
All agents
Navigate to Organization administration > Agents for finance & supply chain management > All agents
Dashboard
Power users can view telemetry by month for applicable agents.
| Field | Match agent | Voucher agent | Customer agent | Vendor agent |
|---|---|---|---|---|
| Statement count | X | X | X | X |
| Document count | X | |||
| Matched statement count | X | |||
| Matched document count | X | |||
| Number of matches | X | X | X | X |
| Generated voucher count | X | |||
| Generated customer payment journal count | X | |||
| Generated settled customer payment journal count | X | |||
| Generated vendor payment journal count | X | |||
| Number of runs | X | X | X | X |
Bank reconciliation
Navigate to Cash and bank management > Bank statement reconciliation > Bank reconciliation
Displays agent results for each reconciliation’s Matched transactions.
| Field | Match agent | Voucher agent | Customer agent | Vendor agent |
|---|---|---|---|---|
| Bank statements matched by agent | X | X | X | X |
| Percentage of bank statements matched by agent | X | X | X | X |
| Vouchers created by agent | X | |||
| Customer payments created by agent | X | |||
| Vendor payments created by agent | X |