> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Manual Matching

> Link transactions that the automatic engine could not reconcile by searching candidates and creating match groups manually.

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.

## 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.

## Selected transaction

***

The top section displays the transaction you are matching against. It shows the following fields:

| Field           | Description                                                                              |
| --------------- | ---------------------------------------------------------------------------------------- |
| **External ID** | The external identifier of the transaction (or the internal ID if no external ID exists) |
| **Amount**      | The transaction amount                                                                   |
| **Currency**    | The transaction currency                                                                 |
| **Date**        | The transaction date                                                                     |
| **Status**      | The current status badge                                                                 |

## Searching for candidates

***

The **Search Candidates** section provides filters to narrow the pool of unmatched transactions from other sources:

| Filter         | Description                   |
| -------------- | ----------------------------- |
| **Min amount** | Minimum transaction amount    |
| **Max amount** | Maximum transaction amount    |
| **Date from**  | Start of date range           |
| **Date to**    | End of date range             |
| **Reference**  | Free-text search by reference |

Results update automatically as you type. Only unmatched transactions from sources different from the selected transaction are shown.

## 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.

## Creating the match

***

After selecting candidates:

<Steps>
  <Step title="Add notes (optional)">
    Enter a reason or description for the manual match in the **Notes** field at the bottom of the page.
  </Step>

  <Step title="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.
  </Step>
</Steps>

After a successful match, you are redirected to the Matches page where the new match group appears in the list.

<Note>
  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.
</Note>