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. Specify this information:
    Field Option
    CFDI Type Select Customer, Vendor, or Payments.
    Mark only if the UUID is published in Journals Select this check box if your ERP sends the UUID in the published journals. This is used in the matching process rather than the algorithm.
    Date Range Select the From and To dates.
    By Account Select the account range.
  5. Click Process.
    A notification prompt is displayed showing the number of records that successfully matched. Click OK.
  6. See Viewing matched or unmatched transactions.