Possible Match for Uncategorized Transactions

Feature Overview:

1. The green match icon appears even when a transaction is uncategorized.

2. Possible payment matches are suggested immediately upon transaction import.

3. You can review and match transactions without needing prior categorization.

Steps to do Possible Match for Uncategorized Transactions:

1. Login to Docyt account.

2. Navigate to the module "Reconciliation>Transactions".

3. Locate an uncategorized transaction.

4. If a potential match exists, you’ll see the green match icon next to the transaction.

5. Click the match icon to review suggested invoice or payment matches.

6. Once it is matched it will start reflecting in Matched items in Invoice details panel.