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Creating match rules to complete auto match

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edited Feb 28, 2020 8:43PM in Account Reconciliation 7 comments

Summary

Figuring out match rules in order to complete client auto matching requirements

Content

We are running into issues when trying to auto match a clients transaction file. The file is attached for reference. The first line of the file should match to all but the very last two lines. We have tried to create match rules as 1 to many, many to 1, and many to many. In the 1 to many and many to 1 rules we have tried using the subset feature and grouping by Org which have resulted in 0 suggested matches. The date tolerance is +/- 60 days, the amount is set to an exact match, and the ORG is set to

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