Matrix Matching

Matrix matching allows you to match purchase orders to credit card transactions in bulk.  When we detect multiple matches to multiple credit card charges, we alert you with a matrix button.  

This button can be blue (if balanced) or red (if unbalanced).  

• A balanced matrix occurs when the number of credit card transactions equal the number of matching PO's.  
• An unbalanced matrix occurs when the number of credit card transactions does not equal the number of PO's.

The matrix button also tells you the number of transactions. 

• The first (or left) number identifies the number of credit card transactions.
• The second (or right) number identifies the number of matching PO's.

When you see a matrix match, you can click on the button to enable the option of bulk matching.  (Note:  You can still click on the "Matches" link just to the right if you want to individually choose between PO matches.  See How to match transactions to purchase orders)

Once you've clicked on the matrix button, you can quickly review all the card transactions and PO's.  If it's balanced and you'd like for us to assign a PO to each card transaction, simply click the Match x Transactions button in the bottom right and all the transactions will be completed for you.

If the matrix is unbalanced, we can still match up to the lesser of the card transactions or number of PO's.

Once Matched.  your data will be automatically moved to the Matched tab.