1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Transaction Matching
  3. Setting Up Transaction Matching Overview
  4. Creating Match Types
  5. Defining Data Sources
  6. Steps to Define a Data Source

Steps to Define a Data Source

To define data sources:

  1. From Home, select Application.
  2. On the Match Types tab, select the match type you are creating.
  3. On the Data Sources tab, select New.
  4. Define the data source properties. See Defining Data Source Properties.
  5. (Optional) Create filters. See Creating Filters When Defining Data Sources.

See About Defining Data Sources.