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Use Group Attributes in Match Rule Conditions in Transaction Matching - ARCS-JUL'24

in Account Reconciliation 1 comment

The key attribute and member attributes of a group attribute can now be used in match rule conditions.

When defining a match process, group attributes can be included in the following:

  • Default attribute mapping
  • Grouping transactions in Auto Match rules
  • Rule conditions in Auto Match and manual match rules

Business Benefit: This feature enables users to easily and efficiently configure match rules that contain group attributes.

Please provide more details on the above feature with regards to Grouping transactions in Auto Match Rules and Rule conditions in Auto Match and manual match rules. Thanks in advance.

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