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Головна └Accounting and Invoicing └Reconciliation models

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Reconciliation models

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In this video, learn how to use reconciliation models to speed up the reconciliation process.​

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1. If a transaction meets the matching requirements of multiple manual reconciliation models, how can you determine which reconciliation model is applied?
When reconciling, click the button of the desired reconciliation model. Resequence the reconciliation models by dragging and dropping them in the list view to arrange them from the highest priority reconciliation model at the top to the lowest at the bottom. When reconciling, resequence the reconciliation models by dragging and dropping the desired reconciliation model to the top; then click Reconcile. On the form view, assign each reconciliation model a priority of 0 stars to 3 stars.
2. If a transaction meets the matching requirements of multiple automatic reconciliation models, how can you determine which reconciliation model is applied?
When reconciling, click the button of the desired reconciliation model. Resequence the reconciliation models by dragging and dropping them in the list view to arrange them from the highest priority reconciliation model at the top to the lowest at the bottom. When reconciling, resequence the reconciliation models by dragging and dropping the desired reconciliation model to the top; then click Reconcile. On the form view, assign each reconciliation model a priority of 0 stars to 3 stars.
3. Which of the following accurately describes the “Percentage of balance” Amount Type in the Counterpart Items tab of a reconciliation model?
A fixed amount A percentage of the transaction’s total original balance A percentage of the transaction’s remaining balance after other lines have distributed amounts to other accounts An amount parsed from the transaction’s label using regular expressions (regex)