Account Matching Using Batch Processing

This document shows how to match accounts using Collect!'s batch processing tool. This is a very efficient way to process any number of accounts. It is especially useful for processing accounts that have just been imported.

Please visit the Account Matching Setup form before proceeding and make sure you are satisfied with the selections chosen. When you match accounts using batch processing, Collect! sets Debtor Group Member information according to the values selected in Account Matching Setup.

Select Tools from the top menu bar in Collect! to display the drop-down menu. Then select Batch Processing.

Selecting Batch Processing

The Batch Processing form will be displayed. Select "Group accounts together" and then select the button labeled NEXT.

Selecting Group Accounts Together

The Select Accounts To Process form is displayed. There are several options available for selecting the accounts you want to match. For this example, select Tag individual records and then select the button labeled Tag Records.

Selecting Tag Individual Records

When you select Tag Records, the list of all debtors appears. In this list, use Up and Down arrows to find the debtors you wish to match. Use the spacebar to select the records. Every selected record appears blue except the last one you tagged.

Debtor List With Tagged Accounts

If you are running this batch after importing records, the accounts just imported will already be tagged for you.

Press the F8 key on your keyboard to close the list. You are returned to the Select Accounts To Process form.

Select the NEXT button. Now you are presented with the Account Matching Batch form where you can select the criteria to check for matches. Select NEXT when you are ready to proceed.

Selecting Account Matching Criteria

If you want to remove criteria, use the hyphen [-] in the field you want to empty.

Criteria for Matching Tagged Accounts

Collect! prompts you one last time before beginning the batch process. This a very powerful feature with the capacity to alter many accounts in your database. If you are not sure of your choices, select the button labeled BACK. Please be sure you are ready before you select the START button.

Run Account Matching Batch

Collect! proceeds to process your request. The length of time that this takes depends on the number of records and the number of matches that you selected. When the account matching procedure is finished, Collect! will summarize the results for you.

Account Matching Batch Results

Select the OK button to close the summary message. Then select the button labeled CLOSE to close the Batch Processing form.

If you view some of the debtors that you selected in your batch, you will see that they are now part of a new group. Or, you may notice that some imported accounts have been added to existing groups. You may use the arrows next to the GROUP button to view other members in the group. Some data on these accounts may be the same, depending on your choices in the Account Matching Setup form.

Debtor Group Button Highlighted

Select the GROUP tab to view the list of Group Members.

Matching Accounts/Group Members

Select the CLOSE button to return to the Debtor form.

See Also

- Batch Processing Topics