Filter transactions based on their match status, match type, confidence, and variance.

  1. Select Matching from the navigation pane.
  2. In the Match Group dialog, select a match group from the dropdown.
    The Transaction Matching opens with the selected Match Group.
  3. Select the Datasets you want to work with.
    Your application administrator defines which datasets are available for each Match Group.
  4. After selecting the datasets, all related transactions display by default. Use the filter options to narrow the results and show only relevant transactions.

The Matching user interface remembers your last selections, so they'll be restored the next time you open it.

Access to the Matching interface and its features depends on your role-based security settings.
Some users may not have access to the module or may be restricted from using certain features.

Steps to filter transactions

  1. Select a Match Group from the dropdown.
  2. Select a Dataset you want to work with.
  3. Select a ‌Match Status.
    This defines the status of the transactions to be displayed:
    • All: Displays all transactions.
    • Matched: Displays only matched transactions.
    • Unmatched: Displays only unmatched transactions.
  4. Select Match Type.
    This option is available only when Match Status is set to Matched:
    • All: Displays all matched transactions.
    • Manually matched: Displays transactions matched manually.
    • Automatic match: Displays transactions matched automatically.
    • Manually approved match: Displays matched transactions that were manually approved.
  5. Select a Confidence level.
    This option is available only when Match Type is set to Automatic Match:
    • All: Displays all automatically matched transactions.
    • High confidence: Displays transactions with high confidence.
    • Medium confidence: Displays transactions with medium confidence.
    • Low confidence: Displays transactions with low confidence.
  6. Set a Variance, which is an acceptable difference between transactions. This is optional.
  7. Set a Max Variance, which is the maximum allowed difference between transactions for them to be considered a match.
    This option is available only when Match Type is set to Manually Matched.
  8. Apply these filters by selecting the Filter at the top of the Parameters panel.

Note: You can set a value for Variance for automatic matches based on each matching rule criteria in the Match Rule Details form. Max Variance is only applicable to manual matches, and you can adjust this value in the Match Groups form.