We have introduced automation in the net wages matching process. Previously, transactions required manual matching during the soft match step. With this update, we have implemented an option to automate this process, eliminating the need for manual intervention. This article provides a step-by-step guide on enabling this feature and understanding its functionality.
Enabling Automated Net Wages Matching
To activate this new feature, please follow these steps:
Navigate to Financial Accounting > Banks.
Click on the Net Wages button. This will display the relevant settings.
Locate the toggle switch labelled Use Automated Net Wages Matching and enable it.
Once enabled, an additional Logs button will appear next to the toggle.
Understanding the Auto-Matching Process
The auto-matching process follows these steps:
Initiate the Soft Match task as you normally would.
In the matched transactions screen, click on Process.
Once processing begins, a new section displaying progress will appear.
Upon completion, manual matching will no longer be required—the system will automatically complete this step.
Viewing Matched Data
To review the matched transactions:
Click on the Logs button.
A new screen will appear displaying the matched data.
To download the matched transactions, click on Download.
A background task will be initiated for the export.
Click Refresh to check the export status.
Once the export is complete, the report will display the matched data.
Any transactions that remain unmatched will be available in the Not Matched section, where they can be manually processed if needed.
We hope this new automation feature enhances your workflow and efficiency. If you have any questions or require further assistance, please do not hesitate to reach out to our support team.😊