1. Administering Account Reconciliation
  2. Learning About Account Reconciliation
  3. Overview of Transaction Matching
  4. Which Tasks Do I Do First in Transaction Matching?

Which Tasks Do I Do First in Transaction Matching?

When starting to use Transaction Matching, perform these tasks after reading this topic.

All Users:

  • Familiarize yourself with the contents of either the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators or the Getting Started with Oracle Enterprise Performance Management Cloud for Users.

  • Meet the browser and other requirements in "Prerequisites" in the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators or Getting Started with Oracle Enterprise Performance Management Cloud for Users.

  • Upload your photo, check the language and time zone, and set any other preferences listed in "Manage User Preferences" in this guide.

  • Get familiar with Account Reconciliation by watching videos:

Administrators:

Get familiar with these additional features by watching these videos or reading these topics:

  • Set Up Transaction Matching
  • Learn About Security

  • Set the daily maintenance time in Tools or change the service start time. See "Setting Service Maintenance Time" in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

  • Configure Sender Policy Framework (SPF) record for Oracle Cloud Emails. See "Configuring SPF Record for Oracle Cloud Email Verification" in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

  • Create users and assign roles. See "Managing Users and Roles" in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

  • Create a sample or new application. See Creating an Application

  • Review Readiness Information: follow this link to the Oracle Cloud Readiness site for Account Reconciliation, where you can review information about what’s new in each release.

    Note:

    Use the Readiness App to see new features from October, 2021 and onwards. Use the EPM Cloud Feature tool to see features released from March, 2018 through June, 2023 only; it will not be updated after June, 2023.

  • Join Customer Connect: follow this link to the Oracle Applications Customer Connect site, where you can join discussions, ask questions, and share information.