Payment Matching Configurations
This JustOn Configurator package adds a number of ready-to-use payment matching configurations for JustOn Cash Management. For details, see Configuring Payment Matching.
- JustOn Cash Management installed
- Banking connection initialized
To deploy a configurator package:
- Log in your target Salesforce org.
In the same browser session, open the JustOn Configurator.
If the link does not work, copy the URL
Click Salesforce OAuth2.
This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.
Scroll down the list to find the relevant package.
This deploys the configuration as described to your org.
Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.
- Matching configurations
Name Parser Config Search Config Template Priority Find entry by amount
Entry by amount 3 Find entry by statement number
Entry by statement number 1 Find entry with associated account by account number
Account by account number reference 2
Adjust the parser configuration according to your requirements.
The parser configuration is a JSON expression that defines an input string filter intended to match a certain string pattern. For details, see Example Input String Filters.