How do I view detailed match information for a specific transaction?

Short Answer: Click a transaction row, the expand chevron, or the teal 'Multiple transactions (n)' link to open the details modal that shows 'Match basis', Side A and Side B transactions and totals.

PreRequisites

1. You are on the transaction list for example the 'Fully matched' tab

Steps

1. Locate the transaction row in the list that you want to inspect.
   Row shows Date, Reference / Identifier and Amount.

2. Click the row, the expand chevron at the left, or the teal link 'Multiple transactions (3)' where present.
   A modal titled e.g. 'Fully matched transaction details' opens.

3. In the modal, read the 'Match basis' box to see the rule used for matching.
   Match criteria e.g., 'Reference ID + Amount + Date (±2 days)' are visible.

4. Scroll through 'Side A transactions' and 'Side B transactions' within the modal to inspect individual records and totals.
   You see the matching records and the 'Difference' value if any.

Troubleshooting

1. Clicking a row doesn't open details.
   LikelyCause: Page overlay or incomplete page load.
   Action: Close overlays for example 'Share this report', wait for the page to finish loading, then try again.

Note: The modal header also states how many Side A/B transactions were matched for example '1 Side A transaction matched with 3 Side B transactions'.