Configuring related party rules
Related party rules define how bank account details are linked to customers, vendors, or employees in Microsoft Business Central. When enabled in Banking Import Setup, the system uses existing mappings to suggest matches and can create new relationships automatically during posting. This ensures transactions are matched correctly, even when data is incomplete or inconsistent.
These rules also allow you to explicitly map bank account details to specific accounts. Explicit mappings are used when automated matching or learning-based mapping does not provide a clear result.
Important
You must enable Related Party Rules on the Banking Import Setup page for the rules to take effect..
To configure related party rules:
- Search (
) for Related Party Rules, and then select the related link. - Click New.
- Fill in these fields:
- Account Type - select Customer, Vendor, or Employee.
- Account No. - choose the account you want to associate with the related bank information.
- Account Name - this field fills automatically when you select an account.
- IBAN - enter the IBAN to match.
- Bank Account No. - enter the domestic bank account number.
- To temporarily exclude a rule from matching, select the Disable checkbox.
Tip
Review your rules regularly to ensure they reflect current banking relationships and maintain accurate mappings.