Confirm or Discard Suggested Matches from the Transactions tab of the Matching Card

Service Administrators, Power Users, and Preparers can now confirm or discard suggested matches from the Transactions tab of the Matching card. In the Transactions tab, click the Match ID of the required transaction. Then, in the Suggested Matches popup, click Confirm or Discard.

Where applicable, these users can also edit the adjustment details displayed in the Suggested Matches popup.

Business Benefit: This feature enables ease of use by allowing Service Administrators, Power Users, and Preparers to sort or filter all the suggested matches and then confirm or discard the required ones.

Key Resources