NetCash Match Assist

Overview

The Match Assist feature in NetCash is an algorithmic matching engine that suggests matches to the user. This can be found as an option on the Match Assist page. The Match Assist algorithm scans through the the bank transactions in the NetCash Bank Account selected in the filters and that fall within the dates selected and compares them against available GL transactions. Match Assist will suggest matches based on amount, date, and any text fields found on the bank and GL transactions. Users can input a tolerance for amount and date, in which case Match Assist will take the tolerance into account when suggesting matches, without these fields filled in the algorithm will suggest any potential matches regardless of how far apart the date or amount are. Match Assist will order the transactions it suggests based on its confidence in the potential matches. If a user agrees with any of the matches they can select a single or multiple matches and click match to finalize them.