Change deal matching status manually

Created by Erik Åkerlund, Modified on Wed, 07 Feb 2024 at 03:14 PM by Carina Bräck

In some cases you need to change the deal matching status manually. 

If the deal has status Matched and the deal needs to be updated that will not effect the matching criteria's (example change or add a tag) 

  1. Open the deal 
  2. Click on ... icon three dots 
  3. Select change deal matching status
  4. Type a reason for the change
  5. Change the matching status to Don't match
  6. Add the tag
  7. Change the matching status to To be sent and Deal matching source Finastra
  8. Change the matching status to Sent for matching
  9. Change back to the matching status Matched

An update needs to be done on the deal. To unlock the deal

  1. Use button unlock deal 
  2. Use change Deal matching status manually (see above)

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