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Reconciliation.

Two tables side by side

Reconciliation compares the table with another using weighted rules, and says what matches, what differs and what is missing on each side.

What it shows

The pairs found, the discrepancies, the ambiguous cases and the records with no match.

What you do with it

  • Set the keys and rules: equals, contains, similar text, number within a margin, date within a margin.
  • Set the weight of each rule and the threshold.
  • Open a pair to see both records.

What the table needs

  • A target table to compare with.

Good to know

  • The view compares and shows; it changes nothing.
What it's for
  • The bank statement against the invoices
  • Two client files to merge
  • An inventory against the stock
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