Reconciliation Schedule
Control when matching packages run, in which order, and how far back each run looks.
Open Reconciliation › Setup › Reconciliation Schedule in the app.
(Formerly the matching package schedule.)
Dependency on Transformation
Matching runs after source processing. If the Transformation Schedule is not running, the matching schedule may be blocked until you start it under Transformation › Setup › Transformation Schedule.
Schedule packages
The page has a Transformation Schedule section (link: Manage source processing schedule) and a Matching package schedule task section.
- Add matching packages to the schedule
- Set order (packages run top to bottom)
- For each package, set Period (Day / Month / Quarter / Year) and Last # Intervals (how many periods to look back)
Example: Period = Month and intervals = 3 means each run covers the last three months.
If nothing is scheduled yet, status may show Not configured with empty state: “No packages are scheduled. Saving an empty schedule suspends the task.” States include Started, Suspended, or Not configured.
Save
Save schedule applies order and intervals; Discard changes cancels unsaved edits.
Related
Matching Packages — package configuration and manual runs
- Transformation Schedule — when collected data becomes transactions before matching