We’d like to start using Auto Matching in Bank Reconciliation, so I figured I’d start with the Epicor Learning Center course (same as Embedded Edu) on Bank Reconciliation. Epicor has you set up the Electronic Interface, Reconciliation Parameters, and customer cross references. Then you import the supplied file (MT940QuickMatch.txt) and it should auto-match.
Mine doesn’t match. Anyone have ideas why not? This is using Epicor’s EDU database.
Complete Bank Statement Processing Self-Paced Course (Epicor)