Background Matching Scheduler

You can use the background matching scheduler to run background matching on a regular basis.

Scheduled background matching:

  • Includes all companies that have the "Include In Background Matching Scheduler" checkbox selected on their company record.
  • Uses the default values on the company record for the matching criteria, and groups companies that have the same matching criteria.
Warning:
Scheduled background matching only runs for the following default matching types:
  • Sales Invoice to Cash Entry.
  • Cash Refund to Sales Credit Note.

For more information on the fields used by the background matching scheduler, see Accounting Company Fields.

When the matching process completes, you are notified by email. Where companies are grouped by criteria, you receive an email notification for each group. If companies are not grouped, you receive an email notification for each company.

If you have already configured the background matching scheduler, the schedule status and details display on the Background Matching Scheduler window. You can change the schedule if required.

To configure the background matching scheduler:

  1. Click the Background Matching Scheduler link in the Accounts Receivable Multi-Company Processes section on the Accounting Task Launcher.
  2. Choose the frequency that you want the scheduler to run. The options are:
    • Hourly: Specify the interval at which you want the job to be repeated, for example every two hours. The Preferred Start Offset is the number of minutes after the hour when you would like the scheduler to run. So, for example, if you set the repeat interval to one hour and the preferred start offset to 15 min, and the time when you click Save is 09:10, the scheduler will first run at 09:15.
    • Daily: Enter the Preferred Start Time for the scheduler to run each day.
    • Weekly: Enter the day of the week and the Preferred Start Time for the scheduler to run on that day.
    • Monthly: Specify the day of the month, either by entering a number such as Day 17 of every month, or by specifying a pattern such as the third Tuesday of every month. Then set the Preferred Start Time.
  3. Click Save.
Tip:

If you have a lot of documents to match, we recommend that you run smaller batches more frequently. Do this by selecting "Hourly", rather than "Daily" or "Weekly" for example.