Using the Match Browser

The match browser allows users to browse and view all the invoice matches over all the topics in your Zingoolarity instance in list format.

To invoke the match browser, select "Matches” from either the main menu or from the home page:

(Zingoolarity Match Browser)

Searching & Filtering for Matches

The match browser allows you to search and filter for the following match attributes:

• Topic
  Enter part of the topic name (of a topic used as a budget).
• Invoice
  Enter part of the invoice name (of a topic used as an invoice).
• Period
  Enter part of a period name of a match.
• Detail
  Enter a phrase occuring in the details of a match.

Click the "Search” button to perform the search or click the "Clear” button to reset the already entered search criteria.

Exporting Matches

If you are an administrative user, you can export the currently filtered list of matches in ZML format to a local file.

Click on the "Export” button to perform the export.

A file named "export_match.zml” or "export_match.csv" (depending on the export mode settings in the settings screen) will be created in your local "Downloads” directory.

Adding a New Match

To add a new match, click the "Add” button.

Note that using the "Add” button in the match browser will always create new matches for the top-most "Home” topic.

Please use the "Topic Matches” function in the context of a single topic to add matches to a specific topic (representing an invoice).

The attributes available in a match have already been explained in a previous chapter in this getting started guide.

Please refer to the "Matching an Invoice to a Budget” chapter for more details.

At the bottom of the screen, a couple of buttons are available:

• The "Save” button will just save your changes (without leaving the editor screen).
• The "Save+Back” button will do the same but return to the previous screen.
• The "Cancel” button will just return to the previous screen (without saving).
• The "Delete” button will request confirmation, will delete the record and then will return to the previous screen.
  Note: Deleting a match is only possible, if the match is not yet used somewhere in Zingoolarity already; if this is the case, you will see an appropriate error message.
• The "Log” button will show a historical transaction log of the current record (for auditing purposes).

Editing an Existing Match

To edit an existing match, click the "Edit” button next to the match in the list shown in the match browser after searching.

Viewing a Budget or an Invoice

You can focus on the topic representing a budget or the topic representing an invoice by clicking on the name of a topic or an invoice in the list shown in the match browser after searching.