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Inbox Auto-matching
The existing Auto-Match function in the Inbox determines which invoices have matching Delivery Dockets and allows a bulk update of all matching invoices.
In release 3.4.1 the auto-matching functionality has now been expanded to include additional transaction types for approval and batch update:
Invoices containing only non-stocked products (usually a "Charges invoice" for fees etc) can be considered as a Status of "Approved" and be included in the batch update when:
- All the product codes have a match
- All lines match to non-stocked products
- Delivery Advice Credits
The Auto-match icon now pops up a dialog box to enable you to select the GL period and the transaction types to process:
The Process button is enabled when any of the checkboxes are selected.