Automatic Matching

[To Period Reconciliation]

Usage

Use this dialogue box to start the automatic matching of transaction rows from the general ledger for a particular account. Define the matching date for which the transaction rows will be matched and select the Automatic Matching Attributes. The Automatic Matching Attributes could be Invoice Identity or Purchase Order Number. All transaction rows for the specified account in the general ledger up to and including the specified date will be automatically matched based on the selected Automatic Matching Attributes.

 

Activity Diagrams

Account Matching
 

Activities

Run Automatic Matching