Bank Statement Processing - Auto Match

Kinetic ERP
1

Hello.
Haso was a big help with understanding how to create an Electronic Interface to import our bank statements.
The next thing I am trying to understand is how the auto-matching works with regard to Customer/Supplier cross references.

It sounds like if the bank statement has a reference to a customer or supplier that does not match the customer or supplier name in Kinetic we can set up Search Cross References to find the customer or supplier.

My question is, is this a manual process where I have to search for the cross reference for each statement line or can I store the value parsed from the bank statement file into a field that Kinetic will use to automatically find the correct customer or supplier?

If I can store it in a field, which field is it?

2

There is a search cross reference field on the customer record [DspSearchID] the statement will look there during auto-matching I think when I set ours up initially I DMT a bunch of these in. From then on we just add them on the fly to the customer record when something doesn’t match. We do find that it has a hard time with some characters like ’

3

Thank you.
Sorry for the delay in responding.
Is this a field on the statement line that I can populate that will trigger a Customer/Supplier Cross Reference search?