Running Auto Match Independent of Import

The Auto Match job provides an opportunity to run an auto match process independent of importing transactions. This is useful if you need to adjust auto match rules after transactions were imported. For example, if you imported transactions and ran the auto match process but were not happy with your match results. Adjust the match rules and then run the Auto Match process again without re-importing transactions.

To run auto match:

1. From Home, select Application, and then Jobs.

   The Jobs list is displayed.

2. Click Transaction Matching to view details about the Transaction Matching jobs.
3. Select Actions, and then select Run Auto Match.

   The Run Auto Match dialog appears. The Match Type field displays approved match types that are associated with Transaction Matching reconciliations.

4. In Match Type, select the match type and then click Submit.

   The system uses the selected match type as the default selection for subsequent Auto Match or Import Transactions jobs for the duration of the current browser session.

5. Click OK in response to the Job Submitted dialog.

   The job runs in the background and you will see the status on Jobs. Click Refresh if you want to check that the job succeeded in Account Reconciliation.