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 (labeled with its side — left or right), Amount, Status, Exception, Date, and per-row Actions. By default the list is scoped by a date Window; set Date from and Date to and click Apply filters, or switch to Show all (unbounded) to browse all history.
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 — opposite-side unmatched transactions the engine considers plausible matches, each with 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 — 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. Manual matches are created with confidence 100 and confirmed immediately — to undo one, use the Unmatch action on the group in the run’s match groups view (see Managing matches).
Ignoring a transaction
If an unmatched transaction should be excluded from matching altogether (for example, a duplicate or an already-reversed entry), use the row’s Ignore action. The confirmation dialog explains that the transaction is excluded from matching and leaves the queue.