Near Matches

The Near Matches report shows the near matches that occurred during the import of debtors.  These are Debtors that were a close match, but not enough to meet the match threshold to combine them.  Near Match score is determined in the Debtor Matching Rules.

You are prompted for a start date and an end date for the report. All near matches made between those dates display on the report.

To run the report:

Step 1: Select the 'Near Matches' report from Reports menu.

Step 2: Choose options for the 'Near Matches' report

• Choose the date range that you want to include in the report by clicking the arrows next to the 'From' and 'To' dropdown boxes.

Step 3: Click on Run Report and you will see a message like this.

Step 4: Sample Report

Step 5: Print the report if necessary.