Matched Transactions (tfgld1551m000)

Use this session to view and maintain matched transactions for a selected ledger account. This session lists all matched transactions, regardless whether they were created manually or automatically.

Depending on your user authorization, you can use this session to:

  • Change matching account and dimensions of matching transactions that are not approved.
  • Approve and process matching transactions.
  • Cancel approval of matching transactions.
  • Cancel matching transactions.

 

General
Ledger Account
A register used to record financial transactions and to accumulate the values of the transactions for reporting and analysis. The ledger accounts classify the transactions into categories such as revenues, expenses, assets, and liabilities.
Matching Code
A generated code used to group matched transactions.
Matching
Details
Matching Balance
Balance of the matched transactions in the home currency.
Matching Balance in Transaction Currency
Balance of the matched transactions in the transaction currency.
Matching Balance in Transaction Currency
The currency used in the transaction document.
Match
Indicates whether the match was with or without transaction.
Matched by
The user who matched the transactions.
Match Date
The date the transactions were matched.
Ledger Account/Dimensions
Matching Account
The matching account to which the generated matching transactions are posted.

You define the matching accounts in the Company Parameters (tfgld0503m000) session.

Dimension 1 - 12
Analysis account for ledger accounts to get a vertical view on ledger accounts. Dimensions are used to specify ledger account information.
Approval/Process
Approval
Approved
If this check box is selected, the match was approved.
Approval Date
The date the match was approved.
Approved by
The user who approved the match.
Process
Processed
If this check box is selected, the match was processed.
Process Date
The date the match was processed.
Processed by
The user who processed the match.
Batch Year
The year the batch was run.
Batch Number
A group of financial transactions processed together. If you finalize a batch, all the transactions are processed, or if an error occurs, no transactions are processed.
Process Fiscal Year
The fiscal year the batch was processed.
Process Fiscal Period
The fiscal period the batch was processed.

 

Unmatch
Cancels the matching transaction.
Approve
Approves the matching transaction.
Unapprove
Cancels the approval for the matching transaction.