10 Setting Up Transaction Matching Overview

You must set up Reconciliation Compliance before setting up Transaction Matching. This is required because Transaction Matching uses the periods set up in Reconciliation Compliance and also uses formats and profiles to create reconciliations.

For More Information About Transaction Matching

• Click this link to watch the Configuring Transaction Matching video:

  

• You can learn more about the Transaction Matching Engine:Understanding the Transaction Matching Engine
• You can learn more about using multiple data source and multiple match processes:Using Multiple Data Sources and Multiple Match Processes