Setting Up Match Types

Most payments are distributed amongst obligations using the payment distribution algorithm specified on the payment's account's account type. This algorithm decides how to distribute a payment amongst an account's existing debt if the taxpayer doesn't specify how the payment should be distributed.

A taxpayer can specify how a payment is distributed by specifying a match type and match value on their payments. Consider the following examples:

Match types are used to define the specific type of debt that is covered by a payment. The match type contains the algorithm that effectively overrides the standard payment distribution algorithm defined on the account's account type.

Note:

Background information. Please refer to Payments And Match Events and Match Type Setup for more information about how match types are used.

To set up match types, select Admin > Match Type.

Description of Page

Enter an easily recognizable Match Type and Description.

Define the Pay Dist Override Algorithm used to distribute payments that reference this match type. If you haven't done so already, you must set up this algorithm in the system. To do this:

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​MATCH_​TYPE.