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Using Merchaint
Getting documents in
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Reading documents
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Matching & reconciliation
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How matching works
When is a record reconciled?
Set up a match block
Mapping rules vs matching rules
Tolerances and fuzzy matching
Line-item classification
Review and pair by hand
Why isn't this record reconciled?
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Matching & reconciliation
Matching & reconciliation
Pairing documents against each other and clearing what doesn't match.
Understand it first
How matching works
The comparison Merchaint runs, step by step.
When is a record reconciled?
The exact conditions that clear a record.
Set it up
Set up a match block
Choose the two sides and the fields to compare.
Mapping rules vs matching rules
Which one to reach for, and why they differ.
Tolerances and fuzzy matching
Allow small differences without losing control.
Line-item classification
Group lines so quantities compare like for like.
Work with the results
Review and pair by hand
Settle the pairs the system left open.
Why isn't this record reconciled?
Read the reason and fix the cause.