1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Transaction Matching
  3. Setting Up Transaction Matching Overview
  4. Editing Match Types

Editing Match Types

Service Administrators and users with the Match Types - Manage application role can edit match types.

Use the Actions menu to edit a match type.

To edit the definition of a match type:

  1. Click Applications and then Match Types

  2. From the Actions menu adjacent to the match type to be edited select Edit.

    The Edit Match Type dialog is displayed.

  3. Modify the information in one or more of the following cards: Properties, Data Sources, Transaction Types, Match Processes, and Journal Attribute Mapping.

When you set the status of a match type to Approved, the Match Type view is created after you save the changes. Click the View icon to display the SQL query that was used to create this Match Type view.

When you modify an Approved match type, its associated Match Type view is recreated when the match type status is set to Approved and the changes are saved. If the match type ID is modified after the Match Type view is created, the view is recreated using the updated match type ID. Note that any existing report queries that are based on this view must be updated manually. For information about Match Type views, see About Match Type Views for Data Sources.