The table below shows the quality of the automatic payment match suggestion on the journal line - how good Wiise thinks the match is. You can select the field to see detailed information about why the payment was automatically applied or not.
When you're in the Payment Reconciliation Journal, you'll see one of these displayed in the Match Confidence field:
| Accepted | You have chosen the Accept Application action in the Payment Application window. |
| High | The payment has been applied automatically with high match confidence. |
| High – Text-to-Account Mapping | The payment has been set to posting directly to the specified customer, vendor, or general ledger accounts based on the text-to-account mapping. Such payments are not applied to open entries. |
| Medium | The payment has been applied automatically with medium match confidence. |
| Low | The payment has been applied automatically with low match confidence. |
| Manual | You have edited the line or that you have applied the payment manually in the Payment Application window. When you choose to Accept Application in the Payment Reconciliation Journal window, the value changes to Accepted. |
| None | The payment is not applied, either because it could not be automatically applied, you have removed an application, or you have manually created the line. |
Here are the payment application rules that are set up. These may be different in your installation.
| Match confidence | Priority | Related party matched | Doc. No./Ext. Doc. No. Matched | Amount Incl. Tolerance Matched |
| High | 1 | Fully | Yes - multiple | One match |
| High | 2 | Fully | Yes - multiple | Multiple matches |
| High | 3 | Fully | Yes | One match |
| High | 4 | Fully | Yes | Multiple matches |
| High | 5 | Partially | Yes - multiple | One match |
| High | 6 | Partially | Yes - multiple | Multiple matches |
| High | 7 | Partially | Yes | One match |
| High | 8 | Fully | No | One match |
| High | 9 | No | Yes - multiple | One match |
| High | 10 | No | Yes - multiple | Multiple matches |
| Medium | 1 | Fully | Yes - multiple | Not considered |
| Medium | 2 | Fully | Yes | Not considered |
| Medium | 3 | Fully | No | Multiple matches |
| Medium | 4 | Partially | Yes - multiple | Not considered |
| Medium | 5 | Partially | Yes | Not considered |
| Medium | 6 | No | Yes | One match |
| Medium | 7 | No | Yes - multiple | Not considered |
| Medium | 8 | Partially | no | One match |
| Medium | 9 | No | Yes | Not considered |
| Low | 1 | Fully | No | No matches |
| Low | 2 | Partially | No | Multiple matches |
| Low | 3 | Partially | No | No matches |
| Low | 4 | No | No | One match |
| Low | 5 | No | No | Multiple matches |
In the Payment Application Rules window, you can choose how closely you want data on a payment reconciliation journal line to match with data on an invoice or credit memo. You'd do this before the related payment is automatically applied to the invoice or credit memo.
You'll then be able to see the quality of each automatic application (according to the application rules) in the Payment Reconciliation Journal. It will show as a value of Low to High in the Match Confidence field.