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Selecting extra matching criteria

Menu paths

  • Cash flow > Entries > Import
  • Cash flow > Cash instruments > Maintain

Introduction

The Extra matching criteria screen is displayed when you click the Extra matching button in the Cash flow > Entries > Import or Cash instruments screen. This screen allows you to define the matching criteria.

What version are you using?

The information in this document is applicable to product update 503 and higher. If your version is lower than this, certain features explained here will not be applicable.

How do I select the extra matching criteria?

  1. Go to Cash flow > Entries > Import and click Extra matching. Alternatively, go to Cash flow > Cash instruments > Maintain, select a cash instrument, click Open, click the Settings tab, and then click Extra matching under the File directories section.

  2. In the Extra matching screen, select a bank.

  3. Click Open.

  4. Select the check box(es).

  5. Click OK.

Keep in mind: You can view the Extra criteria matching screen only if you have selected the Extra matching check box in the General section at System > General > Settings > Bank settings.

Fields

Buttons

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 17.109.604
 Assortment:  Date: 08-11-2023
 Release:  Attachment:
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