Home 3-way Reconciliation What do the columns in 'Matched transaction details' mean?

What do the columns in 'Matched transaction details' mean?

Last updated on Aug 31, 2026

Short Answer: Columns in the modal show transaction fields: Date, Amount, Identifier, TestCaseID, Amount 2, Scenario, and Notes for each side.

PreRequisites

  1. Open a matched pair's 'Matched transaction details' modal.

Steps

  1. Open 'Matched transaction details' for a matched pair.
    The modal with the table of columns is visible.

  2. Read each column header: 'Date', 'Amount', 'Identifier', 'TestCaseID', 'Amount 2', 'Scenario', 'Notes'.
    You understand which field each column represents.

  3. Compare the values for the same columns between 'Side A - Your Records transactions' and 'Side B - External records transactions'.
    You can see mismatches or confirm equality of fields used for matching.

Troubleshooting

  1. A column shows a placeholder like '—' or is empty.
    LikelyCause: No value was provided for that field in the source data.
    Action: Check the source file for that transaction and add the missing data if needed, then update the report.