Intercompany Transaction Auto-Match Process

The auto-match process performs the matching only on transactions with a status of Unmatched or Mismatched. These transactions must also be unposted transactions. When you select the auto-match process, you can select whether to match transactions by account, or by ID.

You can filter the list to match only transactions with a specific transaction currency. Transactions that have been previously matched are excluded from the matching process because a match code has been assigned to those transactions.

After you include transactions in the matching process, the match status of the transactions becomes Matched or Mismatched. Any mismatched transactions can be included again in the auto-match process.

When you auto-match intercompany transactions, a progress bar is displayed with the progress percentage, status, and last update time. You can also view the progress from the Running Tasks module.