Need column in Matching Card view for TM account 'Adjusted Balance' — Cloud Customer Connect
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Need column in Matching Card view for TM account 'Adjusted Balance'

Summary:

Looking for a column in Matching Card view for TM account 'Adjusted Balance'. I am looking to compare in the Matching Card view the Source Balance to the Transactions loaded to TM account. It seems all the balance fields are related to Reconciliation Compliance. I want to compare the Source Balance with the TM accounts Unmatched balance to determine which TM accounts are out of balance without having to go into the Matching Overview by TM account.

Is there a report that will give me this variance or an attribute to calculate this variance?

Content (please ensure you mask any confidential information):

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