Home Reconciliation What are the 'Match basis' rules shown in the transaction details?

What are the 'Match basis' rules shown in the transaction details?

Last updated on Aug 27, 2026

Short Answer: Open a transaction details modal to read the 'Match basis' box. Examples shown: Rule 1 'Reference ID + Amount + Date (±2 days)' and Rule 2 'Reference ID + Date (±2 days)'.

PreRequisites

  1. You have opened a transaction details modal for a matched record

Steps

  1. Open a matched transaction's details modal by clicking a row in 'Fully matched' or 'Partially matched'.
    Modal opens with match details.

  2. Read the 'Match basis' boxed area at the top of the modal.
    It lists matching fields and a rule description e.g., 'Rule 1: Exact match on reference ID and amount with date tolerance of ±2 days'.

  3. Open a 'Partially matched' details modal to see a different rule example e.g., amounts differ.
    'Rule 2' explanation is shown in the modal.

Troubleshooting

  1. Match basis is not visible.
    LikelyCause: You may have opened an Unmatched/Skipped row rather than a matched record.
    Action: Open a row under 'Fully matched' or 'Partially matched' to view the match basis.

Note: The rule text explains which fields and tolerances the system used to create the match.