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Saved List for Single Source Match Type

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edited Feb 13, 2020 2:54PM in Account Reconciliation 2 comments

Summary

Apply a List to Debit / Credit for Single Source in TM

Content

Is it possible to create & apply a Saved List to both the debit / credit side of a single source view in Transaction Matching. Right now we are matching within a single source and a similar list will need to be created for the debit / credit side. Does that need to be created & saved in two separate goes and then applied through two separate clicks? 

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