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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

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The Manual Match page allows you to link transactions that the automatic matching engine could not reconcile. Use it to search for candidate transactions, select counterparts, and create match groups manually.

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Accessing the Manual Match page

From the Matches page, click the Manual Match button. You can also reach this page from a specific unmatched transaction by selecting it and choosing the manual match action.

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Selected transaction

The top section displays the transaction you are matching against. It shows the following fields:
FieldDescription
External IDThe external identifier of the transaction (or the internal ID if no external ID exists)
AmountThe transaction amount
CurrencyThe transaction currency
DateThe transaction date
StatusThe current status badge

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Searching for candidates

The Search Candidates section provides filters to narrow the pool of unmatched transactions from other sources:
FilterDescription
Min amountMinimum transaction amount
Max amountMaximum transaction amount
Date fromStart of date range
Date toEnd of date range
ReferenceFree-text search by reference
Results update automatically as you type. Only unmatched transactions from sources different from the selected transaction are shown.

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Selecting candidates

The Candidates table lists the matching candidates with the following columns: External ID, Source, Amount, Currency, and Date. Select one or more transactions using the checkboxes. Click a row to toggle selection. Use the header checkbox to select or deselect all candidates. A summary line above the table shows the number of selected transactions and their combined amount.

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Creating the match

After selecting candidates:
1

Add notes (optional)

Enter a reason or description for the manual match in the Notes field at the bottom of the page.
2

Create the match

Click the Create Match button. The system creates a match group with 100% confidence, linking the selected transaction to the chosen candidates.
After a successful match, you are redirected to the Matches page where the new match group appears in the list.
Manual matches are created with 100% confidence and confirmed automatically. This action cannot be undone from the Manual Match page — use the Unmatch action on the Matches page if needed.