Which is required for a valid profile?

A. at least one level of review

B. at least one question

C. at least one rule

D. at least one currency bucket

Which two statements are true about importing and exporting match types? (Choose two.)

A. Match types are exported to a .zip folder.

B. Import can update match types with Pending status only.

C. Match types are exported to comma-separated (CSV) files.

D. Import can update match types with Approved status only.

Which ability does NOT belong to users with the Power User role?

A. edit formats to which they are assigned access

B. prepare reconciliations

C. review reconciliations

D. edit profiles to which they are assigned access

Which statement is true about saved filters?

A. Any user can publish a saved filter that they created.

B. Saved Filters are public by default.

C. Only power users and service administrators can publish filters.

D. Only service administrators can publish filters.

For which scenario could a match type with a single data source be appropriate?

A. matching credits and debits for a clearing account

B. intercompany matching

C. matching bank and point-of-sale transactions

D. variance analysis for current and prior period balances

Which statement about journals in transaction matching is FALSE?

A. You create separate journal column mappings for adjustments and transactions.

B. For transactions, you can apply a data source filter to the export.

C. You create separate journal columns for each match type.

D. For adjustments, the variance amount is exported to the Amount column.

You are creating a matching rule, and you want transactions that are within the specified tolerance range to be matched automatically, with no need for further user review.

Which option should you choose for the Match Status?

A. Suggested

B. Auto Approve

C. Auto Submit

D. Confirmed

Which three types of reconciliations are suitable for the Transaction Matching feature? (Choose three.)

A. reconciliations with a single data source, like a clearing account

B. reconciliations that are typically zero balance accounts with low activity

C. reconciliations that have amortizing transactions

D. reconciliations with 2 or more data sources, like a cash or accounts receivable account

E. accounts with high volumes of data

Which statement is FALSE of teams?

A. Teams are assigned to profiles on the Workflow tab.

B. A team can have another team as a member.

C. Teams can be assigned a primary user.

D. A user can belong to more than one team.

Which two rule types are available in profiles? (Choose two.)

A. Flag As Needs Attention

B. Auto Approve Reconciliation

C. Require Reconciliation Attachment

D. Delete Reconciliation

E. Copy Transactions from Prior Reconciliation