For a safer matching process during Bank Reconciliation custom mapping boundaries should exist as options in the banking settings.
Example - Add a tolerance of 20% but at least 100:
lower_bound = common_filters.amount - max(common_filters.amount * 0.2, 100)
upper_bound = common_filters.amount + max(common_filters.amount * 0.2, 100)
.where(XYZ.amount.between(lower_bound, upper_bound))
This way amounts that are too big or too small, will not be proposed for the matching. This helps to keep the matching list possible shorter and give a more secure choice of a correct match. If left blank, all matches are shown.
For a safer matching process during Bank Reconciliation custom mapping boundaries should exist as options in the banking settings.
Example - Add a tolerance of 20% but at least 100:
lower_bound = common_filters.amount - max(common_filters.amount * 0.2, 100)
upper_bound = common_filters.amount + max(common_filters.amount * 0.2, 100)
.where(XYZ.amount.between(lower_bound, upper_bound))
This way amounts that are too big or too small, will not be proposed for the matching. This helps to keep the matching list possible shorter and give a more secure choice of a correct match. If left blank, all matches are shown.