Filtering Unmatched Transactions by Bucketing

In Unmatched Transactions, you can bucket unmatched transactions by preferred attributes using the bucketing bar. From the bucketing bar, you can filter preferred values and click through each bucket to simplify navigation of unmatched transactions.

For example, you may want to bucket by location or invoice number, so unmatched transactions with the same value in both sources are shown together. To populate the bucketing bar in Unmatched Transactions, an administrator must configure the buckets in the Match Process tab.

To filter unmatched transactions by bucketing:

  1. From Home, select Application, then Match Types.
  2. Click the match type for which you want to filter unmatched transactions.
  3. Configure a bucket, as described in Configuring Buckets.
  4. Filter unmatched transactions by using the bucketing bar in the Unmatched Transactions tab.

    See Filtering Unmatched Transactions Using the Bucketing Bar in Unmatched Transactions.