GL Matching Dashboard Management

The GL Matching Dashboard enables you to search for matchable transaction lines using various search filters. The transaction lines in the Search Results list can then be viewed, edited, matched, or unmatched. When you complete a match, the SuiteApp assigns a matching code and matching status depending on the total balance of the group: Matched or Partially Matched.

To access the GL Matching Dashboard,

1. Go to Transactions > Financial > GL Matching Dashboard (Administrator).
2. Go to the History subtab. In the Transactions column, you will find groups or single transaction lines that have been successfully processed. Each transaction line contains the new and previous Matching Code and Matching Status. The Matching Date shows the date and time the process was completed.
3. Click Refresh to reload and update the History list.
4. Click Show list of transactions to see the full list of transaction lines in an account.
5. Click each transaction line link to go to the transaction record.
   
   To match transaction lines:

1. Go to Transactions > Financial > GL Matching Dashboard (Administrator). For roles that use the Accounting Center, go to Financial > Other Transactions > GL Matching Dashboard.
2. Go to the History subtab.In the Transactions column, you will find groups or single transaction lines that have been successfully processed.Each transaction line contains the new and previous Matching Code and Matching Status. The Matching Date shows the date and time the process was completed.
3. Click Refresh to reload and update the History list.
4. Click Show list of transactions to see the full list of transaction lines in an account.
5. Click each transaction line link to go to the transaction record.