Use this activity to automatically match one or more debit transactions with one or more credit transactions from the same account. Possible attributes to select when performing automatic transaction matching are; Invoice Identity and Purchase Order Number. The matching process will be carried out as a background job. Matched transactions can be viewed from View Matched Transactions page.
Transactions with debit and credit amounts for the selected account must exist in the general ledger. The transactions have to be balanced for the final matching, i.e. the debit amount of all matched transactions has to be equal to the credit amount of all matched transactions. If the total is not balanced, the transactions can still be saved temporarily.
When the debit and the credit lines are matched, these matched lines will update with Automatic Matching Number and Matching information. You can view them in the View Matched Transactions page.