EMATCH

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EMATCH.PNG
Name Matching History
Shortcut EMATCH
Area IBA

See the NOVUS Walkthrough Guide for general information about the system.


Matching History

The EMATCH program enables detailed enquiries on an account to be performed.

The program prompts for an account code. Select which accounts are to be viewed using the account code drop down box. Type in an account code and click the search button.


EMATCH search.PNG


The grid is automatically populated with a list of individual lines on the account are displayed below the search bar.


It is also possible to search for a particular transaction, currency, folio or policy.


EMATCH transaction search.PNG


The autocomplete feature fills in the form according to the selection made. For example, selecting a policy number would automatically populate the currency to 'GBP' if it was the only currency available for that policy. The grid would then adjust automatically.

Right-click on a transaction or policy to go straight to other programs.


EMATCH right click.PNG


Sort results using the built-in filters or drag columns to group the results. Tips show how to best use the program.


Version History

v4.2.0 – Updated to latest version

3.2.0 - improved handling of revenue accounts; When exporting data users are now prompted whether they'd like to open the exported data

v18M - First version of this form to use the new style. No other updates except the restyle.