GL Matching Dashboard

Through GL Matching Suite app we can search a transaction line which belongs to an Account and then match these transaction lines. The GL Matching SuiteApp does not match transactions as a whole. It matches transaction lines. Every transaction that belongs to an account consists of multiple transaction lines. The GL Matching Dashboard will display each of these lines as a separate search result and you can match different lines from the same transaction separately.

Enable features : Setup > Company > Setup Tasks > Enable Features >

 Company subtab, check the box next to Multiple Currencies

 Accounting subtab, enable the following features, Accounting, A/R, A/P

Suitecloud subtab, enable Custom Records, Server SuiteScript, Client SuiteScript

Click Save.

GL Matching Dashboard

Transactions > Financial > GL Matching Dashboard (Administrator)

For non-Administrator roles, go to Financial > Other Transactions > GL Matching Dashboard

To include an Account in GL Matching : Reports > Financial > Chart of Accounts > Edit the Account > Check Include in GL Matching > Save

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