03 March 2025

Process Matched Records

When all records have been set to 'Matched' or 'Not Matched' on the Payment Details or Non Payment Details tabs, you can process the matched records into the system. To complete the processing of matched records:

  1. Select the 'Matched' option from the Auto-match Status drop-down list.

    'Matched' auto-match status

  2. Click the Complete Import button on the StudyLink Commands ribbon.

    Complete Import button

    The Complete Import window is displayed and automatically processes the import.

    Complete Import window

  3. On completion, click Close.

    After processing the Matched records, they are removed from the Matched view.