| The account matching process |  |
| The account matching process consists of the following steps: Step 1. Match transactions You can match transactions: Automatically, in the Match Transactions Automatically (tfgld1250m000) session. ERP LN performs account matching based on account matching properties and an account matching authorization scheme. Manually, in the Account Matching (tfgld1550m000) session. In this session, you can select the transactions that you wish to match. If the selected transactions balance, on the appropriate menu, click Match without Transaction. If the sums of the amounts of the selected transactions differ, you can click Match with Transaction or choose to Match without Transaction. For each match, whether created manually or automatically, ERP LN creates a matching transaction in the Matched Transactions (tfgld1551m000) session. Step 2. Approve matching transactions If you are authorized to do so, you can approve the matching transactions using the Approve/Process Matched Transactions (tfgld1251m100) session. When you click Process, ERP LN checks whether the underlying transactions can be matched, based on the account matching authorization scheme and ledger account matching scheme assigned to you in the Account Matching Users (tfgld1152m000) session. Step 3. Process matching transactions If you are authorized to do so, you can process the matching transactions using the Approve/Process Matched Transactions (tfgld1251m100) session. When you click Process, ERP LN checks whether the approved matching transactions can be processed, based on the account matching authorization scheme and ledger account matching scheme assigned to you in the Account Matching Users (tfgld1152m000) session. In this step, ERP LN creates batches and non-finalized transactions for matches with transactions. Related topics Account matching Basic rules for account matching To match with a matching transaction Frequently used accounts for account matching To set up account matching Rebuild GL accounts for matching |