Matched screen

Matched screen

What is Matched screen?

Once the user has reviewed the reconciliation summary and wants a detailed breakdown of the matched records, they can click on View next to any of the following categories: Matched, Recommended Match, Mismatch in Amount, or Manually Matched.
Upon selection, the data on the screen will be filtered based on the chosen category, displaying only the relevant records for easier review and analysis.

Description of the screen

  1. Search
    1. A search box where users can type keywords or values to filter through records.
  2. More Action
    1. Used to switch to File Upload screen.
  3. Full Screen
    1. Used to view the unmatched data in full screen
  4. Delink
    1. Used to delink entries if applicable.
  5. Update status
    1. Used to update the status for multiple selected entries at once. 
  6. Bulk Action
    1. Apply actions (e.g., linking, status update) to multiple selected entries at once.
    2. User can perform following actions 
      1. Accept Recommendation
      2. Reject Recommendation
      3. Update Action Taken status
      4. Assign Action owner
      5. Add Remark




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