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Transaction Matching Group Attributes in Match-Type Rules

edited Mar 6, 2025 9:28PM in Account Reconciliation 2 comments

Summary: When creating a many to 1 auto-match rule in ARCS Transaction Matching, how can group attributes be used to group transactions based on an employee ID number on the many side of the many to 1 auto-match rule?

ex. The combined transactions and amounts of one employee Id would be the many side of the match rule and a single payment, which would equal the total of the specific employee's transactions, would be the one side of the match rule.

Also, there isn't an employee ID for the single payment amount, the one side of the match. We would be matching the total amount for the grouped employee expenses with the single repayment amount.

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