Add "conditions" to Document Matching
I was using DM the other day to compare cash payments that were summarized in an Excel file to bank statements that were provided to me by the client. I didn't have any data in the Excel file other than (1) a hardcoded date and (2) the amount that I was told was paid. I was attempting to match the amount paid from the Excel file to the bank statement (which I was able to do with a very high success rate). But this also got me thinking, what if I could refine the document matching to look for certain conditions - for example, if I was told that a payment of $1,000 was made on 20 October 2023, then it would be nice if I could use Documenting Matching to find an amount equivalent to $1,000 but ONLY look for dates in the bank statement that are AFTER 20 October 2023 - e.g., ignore any $1,000 amounts that might be on the bank statement for the first 19 days of October.
Andy G.
shared this idea
