We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey
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

Exclude profiles from a TM automatch rule

Received Response
15
Views
1
Comments
edited Apr 2, 2020 3:20PM in Account Reconciliation 1 comment

Summary

Exclude profiles from a TM automatch rule

Content

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). 

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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