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.

 

Account Matching

Starts the Account Matching (tfgld1550m000) session

Unmatch

Cancels the matching transaction.

Approve

Approves the matching transaction.

Unapprove

Cancels the approval for the matching transaction.

Approve/Process Matched Transactions

Starts the Approve/Process Matched Transactions (tfgld1251m100) session.

Print Account Matching Transactions

Starts the Print Account Matching Transactions (tfgld1450m000) session.