1. Administering Account Reconciliation
  2. Administering Transaction Matching
  3. Searching Transactions, Filtering, and Saving List Views
  4. Filtering Unmatched Transactions by Bucketing
  5. Configuring Buckets

Configuring Buckets

To configure buckets:

  1. From Applications, click Match Types, and select the desired match type (for example, GL_POS_Bank).
    match_type
  2. From Edit Match Type, select the Match Process tab.
  3. In Match Process, click the required match process, then click the + (plus sign) next to the Bucket Attribute Mapping table.
    match_process_plussign

  4. In the New Bucket dialog, update the following:

    • Enter a Bucket Name.
    • Select a POS Source from the drop-down.
    • Select a Bank from the drop-down.
    • Click Save.

    new_bucket_window

    The bucketing attribute displays in the table.


    newly_created_bucket

    Note:

    • You can only select text, integer, and list attribute types from the POS Source and Bank drop-downs.
    • Attributes in the buckets should have the same types. For example, if you select an integer type in the POS Source drop-down, you can only select the integer type in the Bank drop-down.
    • You can create a maximum of three bucketing attributes for each match process.
  5. In the Properties tab, select Approved in the Status drop-down, then click Save.