Overview

The Automatic Transaction Matching process is a series of matching passes (also called rules or subroutines). These passes can be turned on or off to fit your particular situation.

 
 

Matching rules
From the home page - click on the matching options icon in the lower right corner.

 

 

 

 

By default, Check to Check, Void to Issue, and Non-Check matching are on and Many to Many and Alphanumeric Matching are off.