Account Matching Batch

Use this form to choose the fields that you want to use to group accounts together. Collect! will group accounts with matching values according to these settings.

Several fields are provided for selecting criteria to use when grouping accounts.

Account Matching Batch form

Match Conditions

Several fields are provided for selecting conditions to use when grouping accounts based on chosen criteria. Commonly used match values are described below.

Social

Match accounts that have the same Social Security Number.

Name

Match accounts with exactly the same name.

Driver's License

Match accounts with the same Driver's License

And

Matching accounts must share all of the checked fields.

Or

Matching accounts can share any of the checked fields.

Help

Press this button for help on the Account Matching Batch dialog and links to related topics.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Next

Select this to proceed with the batch process. The form that is displayed depends on the type of batch process you are preparing to run.

See Also

- Account Matching
- Batch Processing Topics