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Match Types in Transaction Matching

Received Response
edited Feb 26, 2021 4:30PM in Account Reconciliation 3 comments


Hi All, 

I have a general question about the way transaction matching rule types work. 

Currently, I have the following rule types configured in this order:

Many to Many 

Many to 1

1 to Many 

1 to 1 

I have them matched exactly on amount along with another descriptive field. 

I have noticed that in my many to many confirmed matches, some of them are really 1 to 1, 1 to many, and many to 1. 

In my many to 1 and 1 to many, a lot of the matches are really 1 to 1.

I initially had my rules in the reverse order with 1 to 1 first, thinking it could be order of precedence, but in this situation I would want it to pick up as many to many on the amount of $200, not the 1 to 1 of $100 first:

Howdy, Stranger!

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