How to use
Prepare the GL and invoice/support folder, then choose DocuMatcher. Import both sides, review proposed matches and exceptions, and export the matching results. Check the result before saving changes.
Assist Pro+ / ERP and Sampling
DocuMatcher
Launches DocuMatcher for matching general-ledger transactions with supporting documents.
Where to find it
Follow the ribbon path.
Assist Pro + → ERP and Sampling → DocuMatcher
Companion app access is controlled separately. DocuMatcher and IQJournal are paid add-ons.
Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.
Browse all toolsPractical guidance
Use this tool in your workflow.
Best use case
Matching selected ledger transactions to invoices or supporting documents.
Accounting and audit
Speeds documenting and preparing audit sample evidence by helping launches DocuMatcher for matching general-ledger transactions with supporting documents.