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Administrator Guide
Last Updated: 2025-09-19
Schedule Matching Run

Schedule Matching Run

  • Create a matching rule set.
  • Use the
    Set Up Journal Line Matching
     task to select a matching type.
  • Security:
    Process: Account Certification – Create Auto Match
     domain in the Financial Accounting functional area.
You can schedule the matching run to apply the matching rule sets to match transactions.
Workday limits each match to contain a maximum of 99,999 journal lines.
  1. Access the
    Schedule Matching Run
     task.
  2. Select a
    Run Frequency
    .
  3. For
    Matching Run Type
    , select
    Journal Line
    .
  4. Enter a
    Request Name
     to provide more visibility for the matching run.
    Workday appends a date and time stamp on each request name when you process the matching run.
  5. As you complete the
    Run Criteria
    , consider:
    Option Description
    Company
    You can select multiple companies or company hierarchies.
    Ledger Account
    You can select multiple ledger accounts, ledger account summaries, or alternate accounts.
    Alternate ledger account option only displays values for companies with alternate accounts defined.
    Include All Open Items
    Includes all nonmatched journal lines in the selected
    Fiscal Year
     up to the
    Job Run Date
    .
    Fiscal Year
    You can select a maximum of 2 fiscal years.
    Fiscal Period
    You can select more than 1 fiscal period.
    This option isn’t available when you select
    Include All Open Items
    .
    Use Job Run Date for As Of Effective Date
    As Of Effective Date
    Select an effective date to specify which version of any selected company hierarchies or ledger account summaries you want to run the job for. Workday uses the version of the hierarchy or ledger account summary that was in effect on the selected date.
    Workday doesn't use the effective date to determine which journal lines to retrieve.
    Matching Rule Set
    Select a matching rule set for which you want to match transactions.
    You can only select rule sets using the matching type selected in the
    Set Up Transaction Matching
     task.
Workday uses the matching rules in the selected rule set to match transactions on journal lines.
(Optional) On the
Match Statistics
 grid, click
Matches
 to view details of all the matches in the matching run.