Creating match rule groups for detail reconciliation

Rule groups consist of individual match rules. You can add multiple match rules to a group if the different types of transactions are reconciled for a single account. You can assign a match rule group to multiple reconciliation accounts.

  1. Select Detail Reconciliation Match Rule Groups.
  2. Click Create.
  3. Specify this information:
    Detail Reconciliation Match Rule Group
    Specify a name for the match rule group.
    Description
    Provide a description.
  4. Click Save.
  5. To add the individual match rules to the group, perform these steps:
    1. Click Add Match Rule.
    2. Select a match rule.
    3. Click Add To Match Rule Group.