Use the Automatic Matching Applier Performance report to view a detailed history report for how many cash receipts were created automatically. The report displays the dollar amounts, invoice counts, and percentages applied when automatic cash receipts were created based on the defined matching rules.
Before running this report, review the following control maintenance records and make sure they are set to Yes. If not, this report does not return results.
To run the Auto Match Applier Performance report:
From the AR > Reports/Journals > Auto Matching menu, select Applier Performance to display the Auto Match Applier Performance driver.
In the Bank field, select one or more bank codes to include in the report.
In the Cash Applierfield, select the user who is requesting or sending the cash application request.
Use the Start Date and End Date fields to define the time frame for batch receipts you want to include in the report.
In the Batch Number field, select a batch number to run the report for a specific batch cycle. This field is optional.
Set your options and generate the report.
The Auto Match Applier Performance report displays the following information:
|
Column |
Description |
|
Poster |
The Eclipse system-assigned user ID for the person posting an adjustment to the cash receipt. |
|
C/R ID |
The cash receipt number. |
|
Batch |
The cash receipt batch number. |
|
Dep Date |
The date the deposit was made in the bank. |
|
Bank Name |
The bank into which the deposit was made. |
|
Cash Amt |
The amount of cash applied in the batch. |
|
Auto Applied |
The amount of cash applied automatically by the system. |
|
ManL Applied |
The amount of cash applied manually by a user. |
|
%$ Auto |
The percentage of cash applied automatically by the system. |
|
%$ ManL |
The percentage of cash applied manually by a user. |
|
# Auto Rec |
The number of receipts applied automatically by the system. |
|
# ManL Rec |
The number of receipts applied manually by a user. |
|
% Auto Rec |
The percentage of receipts applied automatically by the system. |
|
% ManL Rec |
The percentage of receipts applied manually by a user. |
|
# Auto Inv |
The invoice count applied by the system. |
|
% ManL Inv |
The percentage of invoices applied manually by a user. |
See Also: