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Setup configures how transactions are matched and explained.

Suggested order

  1. Matching PackagesMatching Packages — define which groups to compare and how they match
  1. Explanation CategoriesExplanation Categories — reusable reasons / next steps for exceptions
  1. Explanation RulesExplanation Rules — automate which category and status apply when conditions match
  1. Reconciliation ScheduleReconciliation Schedule — when packages run (after Transformation Schedule)
  1. Manual QueriesManual Queries — optional SQL during matching-package processing
Matching PackagesMatching PackagesExplanation CategoriesExplanation CategoriesExplanation RulesExplanation RulesReconciliation ScheduleReconciliation ScheduleManual QueriesManual Queries
Reconciliation Overview
Matching Packages
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Suggested order