Close
FloQast Rules for AI Transaction Matching
The Matching Rule Library now includes a FloQast Rules tab, which houses more than 30 predefined rules spanning common matching scenarios. These prebuilt rules are available out of the box for all AI Transaction Matching customers.
Activate FloQast Rules to speed up onboarding and make it easier to extend automation as you add new entities and accounts, all while supporting greater consistency in how reconciliations are performed.
FloQast Rules can be added to or removed from specific accounts and rule collections, or they can be applied to all accounts. To keep their logic consistent and reliable across every account, FloQast Rules cannot be modified.
Access FloQast Rules
To access FloQast Rules, go to any AI Matching account, and click on the kebab menu in the top-right corner of the page to select Matching Rule Library. Then, click the FloQast Rules tab.
Assign FloQast Rule(s) to All Accounts
To assign one or multiple FloQast Rules to all accounts, check the box next to each predefined rule you want to apply, and click Assign to All Accounts in the banner at the bottom of the page.
Assign a FloQast Rule to Select Accounts
To apply a specific FloQast Rule to a select account(s):
- Click the inline kebab menu, and select Manage Accounts.
-
In the following modal, click Add Accounts.
FloQast Rules - Manage Accounts Modal - From the Entity dropdown, select the entity/entities to which the rule should be applied.
- From the Period dropdown, select the period the rule should begin to be applied.
- Select the accounts to which the rule should be applied.
-
Click Save.
FloQast Rules - Assign Entity, Period & Accounts
Assign a FloQast Rule to a Rule Collection
To add a FloQast Rule to an existing rule collection for an account:
-
Go to the AI Matching account and click Rules.
- In the Rules slide out panel, click the Rule Library tab. Then, click All Rule Sources and select FloQast Rules from the dropdown.
-
Locate the FloQast Rule you need, and click the Add Rule button.
-
In the Rules slide out panel, click the Active Rules tab. The FloQast Rule you added will be at the bottom of the list. Click Apply.
Sync & Apply All Rules Automatically with Autopilot
FloQast AI Transaction Matching customers can automate Sync and Apply All Rules using Autopilot, a new central job-scheduling utility, to keep reconciliations accurate as GL balances change mid-period.
By default, Sync and Apply All Rules is scheduled to run automatically for all AI Transaction Matching customers once per day at 12:00 AM in the entity's local timezone.
Administrators can go to Autopilot (Admin Settings > Autopilot) to customize the cadence (hourly, daily, weekly, monthly, or quarterly) for selected entities and accounts.
The Autopilot homepage displays a live status (Scheduled, Running, Completed, Completed with Issues, Failed, or Disabled) for each automation. From this page, Administrators can:
- Pause/Resume an automation via the inline toggle
- Trigger an immediate run with Run Now, accessible from the inline kebab menu
- Edit/Delete an automation, as needed, from the inline kebab menu
A full Run History logs every past run with any error messages, and any failures are isolated by account, so one issue won't hold up the rest of your team's reconciliations.
Platform
New Users Page
User management just got easier. Team Members and Auditors now live in separate tabs (Admin Settings > Users) to make it simpler to conduct user access reviews. You can filter each user list by status to view Active, Pending, and Deactivated users. Your access and permissions remain unchanged.