Match Event

Warning:

Match Events are only used if you practice Open Item Accounting.

Match events are used to match debit and credit financial transactions together. When financial transactions are linked to a balanced match event, they no longer affect the customer's arrears.

You can use the match event page to do the following:

  • Add, change, delete, and cancel match events.
  • Add and remove financial transactions from / to a match event.
  • Designate financial transactions as being "in dispute" (disputed financial transactions do not affect aged debt until they are resolved).
  • View all unmatched financial transactions linked to an account.
Fastpath:

Refer to Match Events for a full description of the lifecycle of a match event and a description of how the system automatically creates match events.