Duplicate and Reorder Auto Match Rules in Transaction Matching

Users can create a new Auto Match rule by duplicating an existing match rule.

In the Match Processes tab of the New Match Type and Edit Match Type dialogs, users can perform the following actions on match rules:

• Move to Top
• Move to Bottom
• Move to Position

The new Status option in the Auto Match Rules section enables users to display match rules with a particular status. The options available for Status are All, Active, or Inactive.

Business Benefit: This feature improves usability by making it easy for users to create and manage multiple match rules.

Key Resources

• Duplicating a Match Rule in Setting Up and Configuring Account Reconciliation
• Reordering Auto Match Rules in Setting Up and Configuring Account Reconciliation