Running Background Matching

The background matching process matches all available cash entries (cash receipts and cash refunds), sales invoices and credit notes, and billing documents that meet predefined conditions. These conditions are described in About Background Matching.

If you have enabled the Matching from Cash Entry feature in Feature Console, the background matching process uses the default criteria, specified in the Default Information section on the Accounting Company record.

If you have not enabled the Matching from Cash Entry feature in Feature Console, see Using Classic and Visualforce pages.

To run background matching:

  1. Make sure you are in single-company modeClosed State in which the current user has only one current company selected. Data entry is enabled. and that the current company is the company for which you want to run background matching.
  2. Click the Background Matching tab.
  3. Select your matching criteria. The defaults for these fields are defined in the Default Information section of the Accounting Company record. See Company Fields for details.
  4. Click Next. The summary page is displayed so that you can check your selections before you run the process.
  5. Click Start Matching to proceed.

Cash entries, sales invoices and credit notes, and billing documents that meet all the background matching conditions are automatically matched. Details of the process run are displayed and you can click the link to view the progress and process log messages.

Note:
No process runs are created if there are no documents for background matching to process.

For more information, see Process Runs. You are also notified by email once the process has completed.

To run background matching:

  1. Make sure you are in single-company modeClosed State in which the current user has only one current company selected. Data entry is enabled. and that the current company is the company for which you want to run background matching.
  2. Click the Background Matching tab.
  3. Select your matching criteria. See Background Matching Fields for details.
  4. Click Next. The summary page is displayed so that you can check your selections before you run the process.
  5. Click Start Matching to proceed.

Cash entries, sales invoices and credit notes, and billing documents that meet all the background matching conditions are automatically matched. Details of the batch process are displayed and you are notified by email once the process has completed.

See Cash Matching Settings for details of the following custom settings:

If you have enabled the Matching from Cash Entry feature in Feature Console, see Background Matching Settings for details of the following custom settings: