View rule set performance details

Each time you import bank transactions or a bank feed refreshes for an account, a rule set runs to match or create transactions for reconciliation.

You can drill down from the Rule set performance log to see an instance where a rule set has run. There, you can view even more details like which rule matched the most transactions and how many transactions were matched in total.

You can also view the Rule set performance log from the Rule set page.

Subscription

Cash Management

Regional availability

All regions

User type

Business

Employee
Permissions

Rule set performance log: List, View

  1. Go to Cash Management > Setup > Reconciliation rules > Rule set performance log.

  2. Find the rule set that you want to view.

  3. Select More actions > View at the end of the row.

  4. To drill down to a transaction, select the Amount link.

  1. Go to Cash Management > Setup > Reconciliation rules > Rule set performance log.

  2. Select View next to the rule set.

  3. To drill down to a transaction, select the Amount link.

Learn more about the fields on this page.