Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
Transaction Matching Only — Cloud Customer Connect
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

Transaction Matching Only

Received Response
edited Dec 3, 2020 5:01PM in Account Reconciliation 3 comments


Conversion to either Balance Comparison or Account Analyis with TM


If I initially set up a Transaction Matching Only process now and later down the road decide to associate transactions with accounts. Can I easily export the historical transactions, add the associated Reconciliation ID and then reload into a new format and profile?  Is there another way to migrate to a reconciliation process from TM Only?

Howdy, Stranger!

Log In

To view full details, sign in.


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