- Course Content
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Value of AutoRec Matching
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Turn on AutoRec Matching
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AutoRec Matching - Onboarding Wizard
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Upload Documents
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Progressive Matching
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NetSuite Integration
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Trovata Integration
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View and Edit Results
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Roll Forward Outstanding Transactions
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Exporting a Workbook
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Knowledge Check
- Wrap Up
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Share Your Feedback!
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Next Steps
AutoRec - Matching
Learn how to manage the reconciliation process through AutoRec Matching
Course Description
FloQast users will discover how to manage their periodic reconciliation process with AutoRec Matching. This course is part of the FloQast Reconciliation Management program.
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objective
- Recognize the reconciliation process using AutoRec Matching
- Recall AutoRec Matching process best practices
Recommended Prerequisites
FloQast User Foundations or FloQast Admin + Manager Foundations