Examples: Match Rules

This section contains examples on defining match rules.

Example: Defining an Exact Match Rule

This example shows Intercompany Matching, where one transaction will be selected from the Accounts Payable and matched to one transaction from the Accounts Receivable. We require an exact match on Invoice, and an exact match on Amount. The matches produced by this rule will have a status of "Confirmed", which means no user action is required once the match has been made.

Example: Defining a Match Rule with Variance

This match rule requires an exact match on Invoice, but allows a variance of up to $1 on Amount. Matches produced by this rule will include an Adjustment for the $1 difference. We’ve configured this rule to create "Suggested" matches, which enables a user with the appropriate level of security privileges to review the matches and the associated Adjustments and to determine whether to confirm or discard the match.

Note:

For 1 to Many and Many to 1 rule types, you must define one rule condition which can be Match Exactly or with tolerance in addition to the Balancing attribute condition. For Many to Many rule types, you must define a Match Exactly condition.

Example: Auto Reconciliation Rule - Tolerance Limits

For Adjustment rule types, the tolerance limit is unlimited if the From and To values are blank.

Example: Manual Match Rule - Preparer Tolerance Limits