Summarizing Unmatched items in Unmatched Tab
SummarySummarizing unmatched items
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.