Slide 1

Slide notes: We will now look at Assisted Matching and we start by looking at the Matching Document again.

 

 

 

Slide 2

Slide notes: Here we can see that Assisted Matching is the process whereby the system will offer Amounts that match, even though the Document Numbers do not match. The Auto Match process will not match entries where the Document Number is not the same, but Assisted Matching will.

 

 

 

Slide 3

Slide notes:

 

 

 

Slide 4

Slide notes: On our example Recon we can see multiple entries where the Amounts match and add up to zero, even though the Document Numbers differ. Such entries are examples of what will be presented as potential matches during the Assisted Matching process.

 

 

 

Slide 5

Slide notes:

 

 

 

Slide 6

Slide notes:

 

 

 

Slide 7

Slide notes:

 

 

 

Slide 8

Slide notes:

 

 

 

Slide 9

Slide notes:

 

 

 

Slide 10

Slide notes:

 

 

 

Slide 11

Slide notes:

 

 

 

Slide 12

Slide notes:

 

 

 

Slide 13

Slide notes: After we have used Auto Matching, we will usually move to Assisted Matching.

 

 

 

Slide 14

Slide notes:

 

 

 

Slide 15

Slide notes: During this process, we will be offered entries that the system thinks may be a match, but we have the choice to approve the match or skip it if it's wrong.

 

 

 

Slide 16

Slide notes:

 

 

 

Slide 17

Slide notes:

 

 

 

Slide 18

Slide notes:

 

 

 

Slide 19

Slide notes:

 

 

 

Slide 20

Slide notes:

 

 

 

Slide 21

Slide notes:

 

 

 

Slide 22

Slide notes:

 

 

 

Slide 23

Slide notes:

 

 

 

Slide 24

Slide notes:

 

 

 

Slide 25

Slide notes:

 

 

 

Slide 26

Slide notes:

 

 

 

Slide 27

Slide notes:

 

 

 

Slide 28

Slide notes:

 

 

 

Slide 29

Slide notes:

 

 

 

Slide 30

Slide notes:

 

 

 

Slide 31

Slide notes: When the options for Assisted Matching are exhausted and there are still entries left on the Recon that should be matched, then it is time to move to 'User Directed Matching'. We discuss that in the next tutorial.

 

 

 

Slide 32

Slide notes: