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Auto match between different columns with Account Analysis

edited Apr 6, 2020 6:16PM in Account Reconciliation


Is there a way to set up auto match rules to look at two different columns for an account analysis reconciliation?


Hi All,

Our client has a need to set up auto match rules to match between two different columns in their data load files. Below is an example of what their data would look like in this situation:

Account Number Description ID Amount
123-123-12 V84311 54686 100
123-123-12 Travel V84311 -100

They would like the ability to match the "V84311" description with the "V84311" ID. However, I have not been able to find a way to match between two different columns/attributes for an Account Analysis reconciliation.

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