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On this page we explain how to use and configure the scheduled matching for bank statements
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Introduction
Setup schedule matching
When using scheduled matching, existing bank statements are re-matched using the settings on the Bank Account Configuration (Setup>Bank Reconciliation Setup> Bank Account Configuration) record. The result is the same as matching on import, but it can handle more data.
On the configuration record, check ‘Disable Automatic Matching on Import’
On the configuration record, check 'Enable re-matching of existing statements
Go to the scheduled script ‘BS Scheduled Matching’. On the deployment record, set an appropriate schedule (f.i. every hour).
Now all statements not fully matched will be automatically evaluated for re-matching. Also on the statement record a button appears to run the matching in the background.