Overview of Matching Dialog

The Matching dialog provides an overview of the overall matching status of a reconciliation. In addition to viewing details about the reconciliation, you can also perform matching actions such as creating or confirming matches and creating adjustments.

The reconciliation name is displayed at the top-left. Adjacent to the name is a drop-down list that displays the match process that is currently selected. This list of match processes are derived from the match type that the reconciliation is associated with. Account Reconciliation remembers the last match process selection per user when the user leaves this page and subsequently returns.

The Matching dialog contains the following tabs: