Guide
When to use many-to-many matching vs simple rules
Criteria for deciding whether a matching workflow needs simple (1:1) or advanced (N:M) matching.
1:1 vs many-to-many matching
1:1 matching pairs exactly one record from each source. Many-to-many allows grouping or splitting: N payments against M invoices.
When many-to-many applies
When payments do not correspond 1:1 with invoices — consolidated payments, partial payments, or grouped settlements.
Configuration in DueHub
Matching rules support grouping criteria and split rules. Tolerances apply to both individual and grouped matches.
Recommendation
If more than 20% of payments do not match with 1:1 rules, evaluate a many-to-many scheme.
