Background Matching Settings

Some aspects of Accounting are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with system administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.

This custom setting applies to the background matching process when you enable the Matching from Cash Entry feature using theFeature Console, or are using the Background Matching Lightning page.

Background Matching Setting

Field	Description
Custom Delimiter	The custom delimiter entered in this field is used when adding data to the Account Reference or the Documents to Match fields on a cash entry. You can enter any one special character as a delimiter. By default, this custom setting field is blank and uses "|" to separate the document names in the Account Reference and Documents to Match fields on a cash entry.
Matching Process Scope Size	Specifies the maximum number of items grouped together for background matching to process in one go. This supports processing high volumes of data. When background matching runs, it processes each group sequentially. The default value is 20.
Use Detailed Monitoring	Indicates that process logs and success and failure counts are generated for each process run. The default value is True. If set to False, Simple monitoring is used and process logs and success and failure counts are not generated.