Automatic Matching Process

You can select the Automatic Matching Process option to automatically process transactions that match. You can find the matched or unmatched transaction in the Inquiries section of the Routines and Inquiries window.

  1. Access the Mexico Statutory Auditing page.
  2. Click Routines.
  3. In the Transaction Processing field, select Automatic Matching Process. Click Launch.
  4. In the CFDI Type field, select Customer, Vendor, or Payments.
  5. Click Date Range and select the From and To dates, or click By Account and select the account range.
  6. Click Process.
    A notification prompt shows the number of records that successfully matched. Click OK.
  7. See Viewing matched or unmatched transactions.