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

Match transactions from the transactions UI/view in ARCS

in Account Reconciliation 1 comment

Summary:

Match transactions from the transactions UI/view in ARCS

Content (please ensure you mask any confidential information):

In the ARCS transactions view/UI of the Matching card, depending on the selected views, users can see an account, check whether items are outstanding or reconciled, and view the comments that have been entered. However, in this view, only the unmatch as well as other actions are available.

Our client would like to have the option to match items directly from this view as well as add the option to comment on multiple lines with the same comment across several accounts. This is basically a new IDEA and extension of the functionality from the Matching tab of the Matching card by opening the profile/account and performing these actions in the Unmatched Transactions screen.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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