Default Attribute Mapping Example

This example shows how to define a default attribute mapping for the GL to Bank match process.

For more information about the default attribute mapping, see About Default Attribute Mappings.

  1. Create a match process for the required match type. See Specifying the Properties of the Match Process.
    Example of Match Process Properties for Bank to GL account
  2. Click the + (Plus sign) under Default Attribute Mapping to add a new attribute mapping.

    The New Attribute Map dialog automatically displays the Balancing Attribute already defined in your data source.

  3. Map the source system attribute to the sub system attribute.
  4. Under Default Tolerance Limit, define the match process limits.

    Select Use percentage tolerance if the match process must use percentage tolerance.

    In From and To, specify the tolerance limits. For more details on how tolerances work, see Understanding the Transaction Matching Engine.