Matching Suggestions Dialog Box
Use this dialog box to configure a filtered list of suggested records when manually matching transactions in Bank Reconciliation.
When you manually match transactions, the Bank Reconciliation application provides a list of all unmatched transactions and a separate list of suggested transactions. The suggestions are Vision-posted records that are a close match to the imported bank transaction, based on either the date or the amount of the transaction.
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 Matching Suggestions button.