GL Matching

The following topics describe the features included in the GL Matching SuiteApp:

• GL Matching Overview

• Enabling Required Features for GL Matching

• Installing the GL Matching SuiteApp

• Roles and Permissions Setup for GL Matching

• Setting Role Restrictions on GL Matching Features

• GL Matching Dashboard Management

  • Matchable Transactions

  • Including Custom Transactions in GL Matching

  • Including Accounts in GL Matching

  • Searching for Matchable Transaction Lines

  • Matching Transaction Lines

  • Reviewing the Matching History

• Finding Accounts with Unmatched Transaction Lines

• GL Matching Elements on Transaction Records

  Updating the Matching Reference on Transaction Records

• Multiple Associations Check in GL Matching

• Summary of GL Matching Results

General Notices