What's new in Customer Journeys?

Connect and learn more! ×
Saved List for Single Source Match Type — 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

Saved List for Single Source Match Type

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


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


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? 

Howdy, Stranger!

Log In

To view full details, sign in.


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