EDI Matching Queue
Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/matching
How to get there
Section titled “How to get there”EDI Dashboard → Setup & Automation → Document Matching
Who can use this page
Section titled “Who can use this page”Needs: View permission on the EDI module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Export on EDI | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Demo: synthetic 214 parse/ack error (theoriginator, non-authoritative). Demo: synthetic 214 parse/ack error (theoriginator, non-authoritative).
What you see
Section titled “What you see”- Matching queue
Table columns
Section titled “Table columns”Document · Type · Partner · Direction · Status · Received
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Page 2
Tab: Page 3
Tab: Page 4
What you can do
Section titled “What you can do”- Export
- Refresh
- Show every document in the matching queue
- Show documents already matched to a record
- Show documents that still need matching
- Show documents flagged as a mismatch
- Filters
- Card view
- Document
- Type
- Partner
- Direction
- Status
- Received
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27