1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Transaction Matching
  3. Setting Up Transaction Matching Overview
  4. Creating Match Types
  5. Overview of Defining a Match Process
  6. About Match Processes

About Match Processes

A match process specifies the match rules for matching transactions. Each match type can have multiple match processes.

Define the following to create a match process:

  • Match process properties

    This includes specifying the number of data sources, the source system, the subsystem, the default attribute mapping, and the bucket attribute mapping.

    See About Defining Match Process Properties.

  • Match rules

    Match rules determine how transactions from the source system must be matched with transactions from the subsystem. A match process can contain Auto Match rules and also manual match rules.

    See About Defining Match Rules.