Partial Receipt Not Auto-Applying Using AutoMatch — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Partial Receipt Not Auto-Applying Using AutoMatch

edited May 21, 2025 1:52PM in Receivables & Collections 1 comment

Summary:

I have an invoice for $26,000, and I created a Lockbox receipt through integration for $25,000, referencing both the Transaction Number and PO Number. However, the receipt is not being auto-applied to the invoice in either case.

  1. We have configured an AutoCash Rule Set with the rule "Match Payment with Invoice", and the "Apply Partial Receipts" option is enabled.

We tested the following AutoMatch Rule Sets, each with a Recommendation Score of 100%, but the receipt was not auto-applied in any of the cases:

Rule Set 1

Transaction Weight: 40%
Amount Weight: 60%

Rule Set 2

Transaction Weight: 60%
Amount Weight: 40%

Rule Set 3

Transaction Weight: 100%
Amount Weight: 0%

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!