Used for matching a commission statement to a portion of the payment, usually due to not having received all of the commission statements yet.
This can also be used for matching a portion of the payment to a commission statement; however, this is the less frequent use.
How to create a partial match
Step 1: create a match as per usual
Step 2: if there's a difference, due to one or more commission statements not received yet, it will reflect that difference
Step 3: Click on the arrow expand accepting options
Step 4: you will be prompted for a reason for the difference
Step 5: notice how the statuses have changed for the transaction (left) and for the commission statement (right)
While the transaction has been partially matched, the entire commission statement has been matched - indicating that there's still a portion of the transaction not accounted for.
How to edit the partial match
Either to view which commission statement(s) belong to the partial match, or to add another commission statement(s) to the match.
Ensure to review the edited partial match for accuracy:
if you wish to still keep the match in a partial state, follow the steps for partial matching again
if you're happy with this to be the final match, click "Accept"
Alternative method
You can also find your partial match in the "Matched" tab to make changes to the
Step 1: navigate to the "Matched" tab to find your partial match
Step 2: click the pencil to edit the partial match, which will take you to the match in the "Match" tab
Here we find:
the initial partial match, with the corresponding transaction and commission statement
candidates for this provider, should you wish to add more items to this (partial) match
Step 3: add more items to this (partial) match
select the commission statement(s) you wish to add to this match, and click the middle blue button to add to the partial match
Step 4: ensure to review the edited partial match.
Step 5: decide how to either accept/partially match the item -
if you wish to still keep the match in a partial state, follow the steps for partial matching again
if you're happy with this to be the final match, click "Accept"
If you have any queries, don't hesitate to reach out via the in-app blue button to chat with our support agents. 🎉