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When creating an automation process for ledger settlements, users can define criteria to automatically match general ledger debit and credit transactions. The main account and posting layer options are required matching criteria. Additionally, financial dimensions and financial tags can be included as optional matching criteria.
However, there is currently no option to exclude transactions that lack values in Financial dimensions or Financial tags. As a result, transactions with empty values are being incorrectly matched and settled.
This proposal suggests adding the ability to exclude blank values in Financial dimensions and Financial tags from the matching process.
STATUS DETAILS
New