1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Transaction Matching
  3. Setting Up Transaction Matching Overview
  4. Creating Match Types
  5. Defining the Match Process by Creating Rules

Defining the Match Process by Creating Rules

Service Administrators can create one or more match processes for a match type. Each match process can define both auto match rules and manual match rules.

See Overview of Defining a Match Process.

To create a match process:

  1. From the Home page, select Application, then Match Types.
  2. On the Match Types tab, select the Match Type you are working with. The Edit Match Type tab displays.
  3. Select the Match Process tab, and the Properties tab displays.

  4. Define the properties of the match type.

    See Specifying the Properties of the Match Process.

  5. Create one or more match rules. This includes auto match and manual match rules.

    See Defining Rules and Rule Conditions in the Match Process.

Note:

The maximum number of match processes within a match type is 20.