Advanced Matching Rules Dialog Box
Use this dialog box to configure how Vision matches posted transactions with imported bank records by transaction type in Vision. This dialog allows you to edit the default matching rules.
Location
To display the dialog box, complete the following steps:
- On the Vision Navigation Menu, click .
- Open an existing bank code or create a new record.
- Click the Import tab.
- Select the Import check box if it is not yet selected.
- Click the Advanced Matching Rules button.