Connect Payment Type Groupings to Payment Institutes

Explanation

Use this activity to define which payment type groups are to be used for each payment institute. For each payment type group, attributes will be specified which will be used by the system when automatic matching is performed.

This activity should be performed by Payment Type Groupings per Payment Institute option in Payment Institutes page.

Prerequisites

Payment institutes and payment type groupings must exist.

System Effects

During automatic matching, system will consider the attributes specified per payment type group to match cash and bank transactions.