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Matching Date Calculation

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in Account Reconciliation 1 comment

Summary:

The client has a requirement to match with a date tolerance.

Transaction Matching's date tolerance, example: from 0 -2, will match transactions that fall within that date range. The client does not want to match transactions within a date range. They want transactions in Data Source A to match with transactions in Data Source B that are truly posted 2 days later.

Is there a way to fix the dates like that in TM? Or will I need to create a rule in Data Management to add 2 days to Data Source B?

Thoughts on the approach? Thank you!

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