When multiple matches are found, you need to select the correct one.

This keeps accuracy while saving time.

Steps

1. Open the invoice from your invoice list.
2. Review the suggested transactions shown by the system.
3. Compare the details carefully to find the correct match.
4. Select the correct transaction and confirm the match.

Once confirmed, the invoice will move to Matched.

See Invoice statuses to learn more

What to check

• Matching amount
• Correct merchant
• Reasonable date

To understand how matches are suggested, see How automatic matching works

Updated on: 26/04/2026