Confirming Suggested Matches Using the Transactions Tab in the Matching Card

When there are a large number of suggested matches, it is recommended to use the Transactions tab of the Matching card to confirm or discard suggested matches.

Service Administrators, Power Users, and Preparers can confirm suggested matches from the Transactions tab of the Matching card.

To confirm suggested matches from the Transactions tab of the Matching card:

1. From Home, select Matching.
2. Click the Transactions tab.

   You can use the existing filters or new filters to display the transactions that you need.

3. Click the match ID that corresponds to the required match to display the Suggested Matches dialog.
4. To reject a suggested match, click Discard.
5. To confirm a suggested match:
   • (Optional) In the Adjustment panel, make any required updates to the adjustment type details.
   • Click Confirm, and then click Yes in the Confirmation dialog.
6. After you are done with all the suggested matches, you can move on to making manual matches.

For the confirmed matches, the Source column in the Audit History displays "Transactions".