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    • What ways can I report on match metrics during my purge process?

    in Account Reconciliation 1 comment

    Matched transactions can only be archived and purged if 100% of the transactions for that Match Type and Account ID are matched with an accounting date that is earlier than the archive age calculated date. I have a lot of Match Types and Account IDs. How can I report on which Match Types and/or Account IDs have transactions that are available to be archived and purged for my archive age calculated date? I would like reporting and analysis on which periods have a 100% matched transactions by Match Type and Account ID. Any suggestions for best practices?

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