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Post and Match

When you have completed the Preparing Checks step, you can click Post & Match.

When you are ready to continue, click Post & Match to start the process. The process runs as an asynchronous batch job. You are notified by email of the success or failure of this operation. See Asynchronous Batch Jobs for important related information.

You see the Payment Summary page when the process completes. This page lists all vendor accounts that have been processed. Accounts with a zero payment value are listed but have nothing in the Payment Reference column indicating that a check was not created. See Payment Summary Fields for more details. The success email contains a link to the Payment Summary page.

The following changes occur during a successful Post and Match process:

• The relevant transactions are posted and automatically matched.
• The status of the related source transaction line items becomes "Matched" and their outstanding values are updated accordingly.
• The proposal's status changes to "Matched".

Error handling

When errors occur in the Post and Match process, you receive an error email and the payment's status becomes "Error". The matching status of the transaction lines that contain errors remains "Proposed".

The failure email contains links to both the Payment Summary page and the Payments Plus Error Log page (where error reasons are recorded). See Payments Plus Error Log Fields for more information.

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