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Administrator Guide
Last Updated: 2023-06-23
Mass Mark Journal Lines as Unavailable for Manual Matching

Mass Mark Journal Lines as Unavailable for Manual Matching

Security:
Process: Account Certifications - Create
domain in the Financial Accounting functional area.
You can schedule mass updates to mark existing journal line transactions as unavailable for matching.
Example: When you want to focus on transactions from the current year, you can mark journal lines from previous years as unavailable to match.
  1. Access the
    Mass Update Journal Lines as Unavailable for Matching
    task.
  2. As you complete the task, consider:
    Option Description
    Ledger Account
    Select a ledger account or alternate ledger account.
    You can only select balance sheet accounts that are available for use with the
    Company
     you select.
    The alternate ledger account option only displays for companies with alternate accounts defined.
    Mark as Available
    (Optional) Select when you want to correct an error and now want to make previously marked unavailable lines as available for matching.
Journal lines you mark as unavailable:
  • Aren’t displayed when you match transactions using the
    Transaction Matching on Journal Lines
     task.
  • Aren't considered for automatic matching when using the
    Schedule Matching Run
     task.
Use the
Select Journal Lines as Available for Matching
 task to mark individual journal lines you previously marked unavailable as available for matching. Example: You previously marked all journal lines from previous years as unavailable for matching, but now want to match 1 journal line from the previous year with a current year journal line. You can use this task to select the previous year journal line as available for matching with a current year journal line.