General parameters > Chapter Accounting > Parameter MTCPIO (Matching method priority) 

Index

Use this parameter to assign the priority order for items during automatic matching by entering a seven-digit number that represents the priority for each of seven methods. You must assign a priority level to all matching methods listed below. Use a zero to exclude a method.

Each place in the seven-digit number represents a specific method:

1st place: By amount (ledger currency)

2nd place: By amount in currencies (transaction currency)

3rd place: Transfer to the balance

4th place: Search for balance

5th place: By reference field (journal entry header)

6th place: By description field (journal entry line)

7th place: By free reference field (journal entry line)

For example

If you enter 3104052, the automatic matching priority would be the following, with By amount in currencies as the first priority and By reference field as the last priority. The two methods assigned a zero value are not included in the matching process.