AutoRec Matching Settings Copied!
Purpose: The AutoRec Matching Settings page lets you tailor the matches FloQast makes for you and the matches you are able to make manually.
Open the Settings Page Copied!
When you open the AutoRec module, you will see a settings gear wheel here:
Available Settings Copied!
The Settings page allows you to select options to tailor the matches FloQast will make for you, and the matches that you are able to make manually:
- Exact Ref 1 Matches: Turning on this setting will make it so FloQast will only make matches if the Ref 1 Values are exactly the same in your two files.
- Ignore Zero Tie Out Matches: Turning on this setting will stop FloQast from making any matches within one of your files, leading to FloQast only matching between your files.
- Match Threshold(s): This allows you to set a percentage or amount threshold for your Reconciliations. This will stop both FloQast and your Users from making matches outside of this threshold. The engine's threshold is automatically set to 0, so adding a threshold will expand the matches the engine can make.
- Account Type: This setting will affect the labels and verbiage used in your Excel export.