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Summarizing Unmatched items in Unmatched Tab — Cloud Customer Connect
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Summarizing Unmatched items in Unmatched Tab

Received Response
edited Mar 5, 2020 7:17PM in Account Reconciliation 3 comments


Summarizing unmatched items


Hi All,

Our client has a requirement where they want to see unmatched items in an account analysis with Transaction Matching type of reconciliation at a summary level in Unmatched tab based on a category. When a user clicks on unmatched amount it takes to the list of records which is not matched. Users want to see this list at a summary level first which will be based on a field like Category and then the ability to get detailed list as a drill down option. Appreciate any suggestions.





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