About Automated Alerts for Transaction Matching

Service Administrators can configure alerts to be automatically generated for a particular match type.

Automated alerts are created on unmatched transactions only. As a best practice, filters must always be used so alerts are only created for the intended unmatched transactions.

When the conditions specified in the alert rule are met, the alert is automatically generated, assigned to the specified Assignee, and an email notification is sent to the Notification Assignee. The status of automated alerts is set to Open with Assignee. If automatic priority escalation is enabled, and the alert is not closed within the specified number of days, the priority of the alert is escalated automatically and notifications are sent to the respective users, for the specified Notification priority on the Viewers tab of the alert type. See Assigning Alert Type Viewers in Administering Account Reconciliation.

Note that if a transactions is already associated with an alert, this transaction is not included in another alert. If a transaction is missing a value for a group attribute, an alert is not created for this transaction.

In the Match Process tab of a match type, use the Alert Rules tab to configure automated alerts for Transaction Matching. This tab lists all the configured alerts for the match type. The Status filter enables you to select the alert rules that are displayed – All, Active, or Inactive. Use the Actions menu on an alert can be used to perform the following actions: Edit, Delete, Duplicate, Move Up, Move Down, Move Top, and Move Down. See Setting Up Alert Rules for Automated Alerts.

After automated alerts are configured, an Auto Alert job must be created to process the defined alert rules and then generate the automated alerts. See Running Auto Alert Jobs in Reconciling Accounts with Account Reconciliation.

Service Administrators can configure what content from the object must be included in the alert’s email notification. See Specifying Notification Email Details in Administering Account Reconciliation. They can also override users assigned to the alert, in case that alert should not use the currently-loaded group attributes.

Automatic Closing of Generated Alerts

Automated alerts are closed automatically when all the unmatched transactions that are part of alert are matched. For example, if an alert contains seven unmatched transactions, this alert gets automatically closed when all seven transactions are matched. The status of the matched transactions must be Confirmed Match or Confirmed Adjust.