99% of transactions settled using Conferma Virtual Card Number (VCN) technology are automatically matched to the associated deployments. However in the unlikely event that a transaction has not be automatically matched to a deployment, SNAP allows the user to manually match the two sets of data.
It is recommended that the list of unmatched deployments is cleared at daily or at least weekly before any reports are run. This ensures that the information contained in reports is as complete as possible.
To locate any transactions that are not matched to deployments, adjust the search settings to No for Deployments Matched? select Search.
To narrow the search results down to a specific Card Pool, Statement Reference or Date Period, set the search criteria accordingly
As shown above, the transaction in the search result has not been automatically matched to a deployment.
Firstly, select the transaction from the list to view the details.
To search for a deployment to match to the transaction, select Find Deployments.
You will be presented with a pop up Deployment Search box.
The most efficient way to find the corresponding deployment is by clicking Find Deployments With Same Card. This link will provide you with a list of all deployments made using the same VCN.
Find Possible Deployments provides a list of possible deployments where the system locates potential matches using the date.
You are also able to search using
- Deployment ID
- Date Range – when the card was issued
- Reference – booking platform unique reference
- Supplier Name
For hotel deployments, selecting Advanced Options will offer you additional filters.
Here you can search on
- Hotel Name
- Check Out Date Range
- Traveller Name
The text that you enter into these fields should match the text in the deployment details exactly. Enter part of the hotel name and/or address will give you more options.
Click Search and a list of applicable deployments will be displayed.
After checking that the details are correct, simply click the Link To: option and the transaction and deployment will be matched.