Accessing the Unmatched workbench
Navigate to Matcher → Resolve → Unmatched in the left sidebar and select a reconciliation context.
The unmatched queue
The workbench lists the context’s unmatched transactions with the following columns: Transaction, Source, Amount, Status, Exception, Date, and per-row Actions. The Source column also shows its side: left or right. By default, a date Window scopes the list. Set Date from and Date to, then click Apply filters. To browse all history, switch to Show all (unbounded).
Selecting transactions
Select transactions with the row checkboxes to build a pairing basket. A counter above the table shows how many transactions are on the page and how many are In basket. The basket keeps selections while you filter or page, and a Clear action empties it. When you select a transaction, the workbench can show Suggested counterparts. These are opposite-side unmatched transactions that the engine considers plausible matches. Each one has a confidence score and the rationale behind it.
Creating the match
1
Pair the selection
With at least two transactions in the basket, click Pair selected. A confirmation dialog (Pair these transactions?) summarizes the selection.
2
Add a note (optional)
Enter a reason in the Note (optional) field to say why these transactions belong together.
3
Confirm
Confirm with Pair selected. The system creates a confirmed match group linking the selected transactions, and the rows leave the unmatched queue.
A manual match requires at least two transactions, and they must come from at least two different sources. The system creates manual matches with confidence 100 and confirms them immediately. To undo one, use the Unmatch action on the group in the run’s match groups view (see Managing matches).
Ignoring a transaction
To exclude an unmatched transaction from matching altogether, use the row’s Ignore action. A duplicate or an already-reversed entry is one example. The confirmation dialog explains that the transaction no longer takes part in matching and leaves the queue.