Matching Cash Entries

If you are using Lightning or custom input forms (CIF) and have enabled the Matching from Cash Entry feature in Feature Console, you can run the background matching process from the Cash Entry page to match an individual cash entry, regardless of the number of cash entry line items.

The following rules apply:

• You can only match cash entries of the Receipt or Refund type.
• You must post the cash entry before you can match it.

Warning:
You must have the Accounting - Background Matching and FDN AsyncApi - Process permission sets assigned. If you do no have the correct permissions, an error message displays

To match a cash entry:

1. On the Cash Entries tab, click the cash entry that you want to match.
2. Click Match.
3. [Optional] Change the default values. Default values are defined in the Default Information fields on the Accounting Company. For more information, see Company Fields.
4. [Optional] If you are matching from the CIF page, click Next.
5. Click Start Matching.

You are notified by email when the matching is complete. You can also view the Process Logs to view matching results.