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Exclude profiles from a TM automatch rule

Received Response
edited Apr 2, 2020 3:20PM in Account Reconciliation 1 comment


Exclude profiles from a TM automatch rule


Hi - 

Is there any way to exclude a Transaction Matching Match Rule from executing on a profile that is associated with that Match Type? Right now we are using the "filtering" mechanism to target certain rules to only run on certain profiles (Because we have Company / Account, which makes up the Profile as attributes in the data source). How could we create a sustainable way to exclude certain profiles from running on TM rules (without creating a separate match type or hardcoding each combination in the filtering). 

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