import { Callout } from "zudoku/ui/Callout";

# Bank Account Reconciliation Context Words

With context words like "Invoice" or "RE", 365 business Banking recognizes shortened document numbers in the payment reference more reliably. Each context word is weighted weak or strong.

Payers often shorten document numbers, for example `Re 4711` instead of `A4711` or `Payment 103045` instead of `VR103045`. A short number alone can match by coincidence. A preceding **context word** identifies the number as a document number. 365 business Banking uses it when searching for partial numbers: [Document no. matching](../bank-reconciliation/document-no-matching.mdx).

## Fields

| Field | Values | Meaning |
|---|---|---|
| **Type** | *Both*, *Customer*, *Vendor* | for which entries the word counts: *Customer* only for customer ledger entries, *Vendor* only for vendor ledger entries, *Both* for both. For G/L entries, only words with *Both* count. |
| **Context Word** | text | the word, such as `INVOICE`. The search is not case-sensitive. |
| **Strength** | *Weak*, *Strong* | weighting of the word (see below) |

## What the strength does

When searching for partial numbers, 365 business Banking shortens the document number from the front and checks the remaining end part:

| End part | Without context word | Weak context word | Strong context word |
|---|---|---|---|
| at least **5 characters** | strong hit | strong hit | exact hit |
| **3 or 4 characters**, at least **70 %** of the document number | no hit | weak hit | strong hit |

A weak hit only counts if the payer was recognized as well. If several context words are in the payment reference, the strongest counts. For the detailed rules and examples, see [Document no. matching](../bank-reconciliation/document-no-matching.mdx).

## How a context word is recognized

- The word must appear **as a word of its own** in the payment reference. `RE` counts in `Re 4711`, but not in `EREF`; `RG` does not count in `Verguetung`. This prevents almost every SEPA payment reference from triggering a context word.
- A **digit** may follow directly: `RE4711` counts as `RE` + number.
- Upper and lower case are not distinguished.

<Callout type="tip" title="Strong only for unambiguous words">
Choose *Strong* only for words that almost always announce a document number, such as `INVOICE` or `RECHNUNG`. For short or ambiguous words like `RE` or `ZLG`, use *Weak*.
</Callout>

## What installation sets up

365 business Banking creates these context words with the type *Both*. You can change, delete or add to them.

| Context word | Strength |
|---|---|
| `INV`, `INVOICE`, `PAYMENT`, `RECHNUNG`, `RECHNUNGS-NR`, `RECHNUNGSNUMMER`, `RG`, `RGNR`, `ZAHLUNG` | *Strong* |
| `PMT`, `RE`, `ZLG` | *Weak* |

On a new installation, missing default words are added. Words you have changed remain unchanged.

## Step by step

1. Choose the **Search** icon, enter **Bank Account Reconciliation Context Words** and open the page.
2. Choose **New**.
3. Choose the **Type**.
4. Enter the **Context Word**.
5. Choose the **Strength**.

The word applies from the next application run.

![The Bank Account Reconciliation Context Words page with the columns Type, Context Word and Strength: the default words with the type Both and a custom context word GUTSCHRIFT for Vendor with the strength Strong](/assets/images/365-business-banking/setup/context-words.en-US.png)

## See also

- [Document no. matching](../bank-reconciliation/document-no-matching.mdx)
- [Payment application fields](../bank-reconciliation/payment-application-fields.mdx)
- [Payment application settings](payment-application-settings.mdx)
- [Check application](../bank-reconciliation/check-application.mdx)