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The 1st option when we do matching is always to use 'auto matching'. After
all, why would we do anything that the system can do for us automatically?
Slide 2
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'Auto Matching' is explained as the option where the system checks for
Document Numbers that are the same, and if the amounts balance to zero,
whether for 2 or more entries, then it is an automatic match.
Slide 3
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Slide 4
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Slide 5
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In this case, the system has found only 2 automatic matches. Our example
Recon is not very big, and we have deliberately included examples of all
the matching types.
Slide 6
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Slide 7
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Therefore, since we have no new entries yet, if we immediately use 'auto
matching' again, then there should be no automatic matches now.
Slide 8
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And quite rightly, this is what happens. However, once we have new entries
from the Bank Pages or Cash Book, then we can try auto matching again.
Slide 9
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Slide 10
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Slide 11
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If we should look at our Recon Print at the moment, we can clearly see some
examples of other matches, although not automatic because the Document
numbers do not agree.
Slide 12
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Slide 13
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Slide 14
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Slide 15
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Slide 16
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Slide 17
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Slide 18
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Slide 19
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Therefore, after auto matching, we will move to 'assisted matching'. That
is discussed in the next tutorial.
