> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Cash Application Rate, Microsoft Dynamics 365

> Share of received cash that has been auto-matched to invoices. Low rates mean manual reconciliation backlog. How to read it, why it matters, and how to act...

**Metrics type:** [Supporting Metrics](/nerve-centre/overview#metrics-types-explained)  •  **Category:** [Ecommerce Platform](/nerve-centre/connectors#connectors-by-type)

> Share of received cash that has been auto-matched to invoices. Low rates mean manual reconciliation backlog.

## At a glance

> Share of cash received that has been auto-matched to specific Sales Invoices in BC. `auto-applied / total received`. Low rates indicate manual reconciliation backlog.

|                    |                                                                                                                         |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------- |
| **What it counts** | `SUM(Customer Ledger Entry.Amount where Applies-to Doc No is set) / SUM(all Payment Customer Ledger Entries)` over 30D. |
| **Currency**       | Reporting Currency.                                                                                                     |
| **Time window**    | `30D`                                                                                                                   |
| **Alert trigger**  | `<85%`                                                                                                                  |
| **Sentiment key**  | `cash_app_rate`                                                                                                         |
| **Roles**          | owner, finance                                                                                                          |

## Calculation

Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

## Worked example

US distributor on BC, 30D window 14 Mar to 12 Apr 26.

| Metric                           | Value       |
| -------------------------------- | ----------- |
| Total cash received              | \$6,984,000 |
| Auto-applied to specific Invoice | \$6,043,000 |
| **Cash Application Rate**        | **86.5%**   |
| Manual queue (unapplied)         | \$941,000   |

86.5% just above the 85% alert threshold. The \$941K manual queue means AR clerks reconcile by hand.

## Sibling cards merchants should reference together

| Card                                                                                    | Why pair                       |
| --------------------------------------------------------------------------------------- | ------------------------------ |
| [Cash Collected](/nerve-centre/kpi-cards/microsoft-dynamics/cash-collected)             | Total cash.                    |
| [DSO](/nerve-centre/kpi-cards/microsoft-dynamics/days-sales-outstanding)                | Slow application = higher DSO. |
| [Cash Applied Today](/nerve-centre/kpi-cards/microsoft-dynamics/msd-cash-applied-today) | Daily slice.                   |

## Reconciling against the vendor's own dashboard

**Where to look in Business Central:**

> **Customer Ledger Entries with Applies-to Doc No filter**
> **Payment Reconciliation Journal**

**Why may differ:**

| Reason              | Direction          | Why |
| ------------------- | ------------------ | --- |
| **OData freshness** | Card 15 min behind |     |

**Cross-connector reconciliation:**

No commerce-side counterpart.

## Known limitations / merchant FAQs

**Healthy rate?**

> 90% via lockbox + auto-apply rules. \<80% indicates manual reconciliation problem.

**Improving from 85% to 95%: how?**
Lockbox vendor with structured remittance, BC's Match Customer Ledger Entries auto-apply rules, customer self-service portals.

**Power Automate AL workflow integration?**
Yes, BC's Payment Reconciliation Journal supports Power Automate triggers for unmatched payments.

***

### Tracked live in Vortex IQ Nerve Centre

*Cash Application Rate* is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English.

[Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.