Customizing the Layout of the Unmatched Transactions Tab

Use the Layout dialog to customize the layout of the Unmatched Transactions tab in the Matching dialog.

To customize the layout of the Unmatched Transactions tab:

1. From Home, select Matching.
2. Select a reconciliation and, in Actions, select Open. The Matching dialog for this reconciliation is displayed.
3. Click the Unmatched Transactions tab.
4. From Actions, select Layout. The Layout dialog appears.
5. In Style, specify how the table area is split between the source system and subsystem transactions.

   • Vertical

     This is the default setting, with a grid on the left and another on the right.

     For match processes with a single data source, debits appear on the left and credits appear on the right. For match processes with two data sources, the source system appears on the left and the subsystem appears on the right.

   • Horizontal

     This setting enables a grid on top and another at the bottom.

     For match processes with a single data source, debits appear at the top and credits appear at the bottom. For match processes with two data sources, the source system appears at the top and the subsystem appears at the bottom.

6. In Grid Ratio, select the split of space between the two grids.

   For match processes with a single data source, the available options are:

   • 25:75 (Debit transactions - 25%, Credit transactions - 75%)
   • 50:50 (Debit transactions - 50%, Credit transactions - 50%). This is the default setting.
   • 75:25 (Debit transactions - 75%, Credit transactions - 25%)

   For match processes with two data sources, the available options are:

   • 25:75 (Source system transactions - 25%, Subsystem transactions - 75%)
   • 50:50 (Source system transactions - 50%, Subsystem transactions - 50%). This is the default setting.
   • 75:25 (Source system transactions - 75%, Subsystem transactions - 25%)
7. In Row Height, select one of the following:
   • Default – 30 pixels
   • Compact – 20 pixels
   • Large – 40 pixels
   • Custom – In the Value column, specify a value between 20 and 150 for the row height.
8. Click Apply to save the settings.

These settings are saved for each user at match process level. For example, if the user applies the settings for a match process in a profile, this setting will be applicable to all the profiles of the match type for the match process.