AR cash application suggestions using remittance and matching rules

View in taxonomy Suggest edit
Export this topic branch

As a Accounts Receivable Specialist, I want to auto-suggest cash application matches using remittance data and configurable rules, so that we accelerate cash application and reduce unapplied cash.

As a Accounts Receivable Specialist
I want auto-suggest cash application matches using remittance data and configurable rules
So that we accelerate cash application and reduce unapplied cash

Capability tags

Required features

Acceptance criteria

  • The system proposes matches with confidence scores and supporting evidence.
  • Users can accept, split, or override matches with an audit trail.
  • Unmatched items are routed to a worklist with aging and ownership.

Next

BusinessTaxonomy

A shared library of reusable user stories mapped to business taxonomy and capability tags — so teams can reuse proven requirements on their next implementation.

© 2026 BusinessTaxonomy