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 Defining Match Rules
  7. About Setting Tolerance Levels

About Setting Tolerance Levels

Setting tolerance levels allows matching of transactions that have variances.

There are three ways to set tolerance levels. You can set:

  • a tolerance variance value that is applied to the transactions. For example, auto match with a variance between -1 and +3.
  • a tolerance threshold level expressed as a percentage.. For example, auto match with up to 0.5% of the value of the amount.
  • a tolerance threshold level expressed as a percentage along with a variance amount. For example, auto match with up to 1.0% of the value of the amount up to a maximum amount of 100.00.

    Note:

    The percentage value can not be more than 100 for both high and low tolerance. You can use a tolerance level as a percentage for Number and Integer type data source attributes only. The option to express as a percent will not display for other types such as Date.

When setting tolerance limits, there is a Use percentage tolerance check box that allows you to express the tolerance level as a percent and you can also then set a maximum variance value.