How does Reveal match transactions?

The algorithm that's used to match your transactions to purchase orders is dependent on the type of data we see.  The better the data.  The more techniques we can use to improve match performance and success percentage. 

Base Algorithm

The base foundation of the algorithm uses date and amount.  The default buffer for these are:

• Dates - 5 days
• Amounts - $0.02 

Both of the default settings are adjustable.  For one-off's, adjust at the top of the Matching page.  For permanent changes, you can update on your Configuration page.

Example:  A card charge of $100.02 on January 1st would match with a purchase order of $100 on January 3rd, but it would not match if the date was January 8th.