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 Getting Started Guide for Administrators or Getting Started Guide for Users.

• Meet the browser and other requirements in "Prerequisites" in the Getting Started Guide for Administrators or Getting Started Guide for Users.

• Upload your photo, check the language and time zone, and set any other preferences listed in Managing Preferences.

• Get familiar with Account Reconciliation by watching videos:

  • Overview: Tour of Transaction Matching
  • Learn About Working with Reconciliations in Transaction Matching

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 the Maintenance Start Time for an Environment in Getting Started Guide for Administrators.

• Configure Sender Policy Framework (SPF) record for Oracle Cloud Emails. See Configuring SPF Record for Email Verification in Getting Started Guide for Administrators.

• Create users and assign roles. See Managing Users and Roles in Getting Started Guide 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 Cloud EPM Feature tool to see features released from March, 2018 through June, 2023 only; it will not be updated after June, 2023.