What does 'Match basis: Reference ID + Amount' mean?

Short Answer: It shows which fields were used to pair transactions — 'Reference ID' and 'Amount' — confirmed by the text 'Transactions matched using Identifier and Amount.'

PreRequisites

1. Open the 'Matched transaction details' modal for a pair.

Steps

1. Open 'Matched transaction details' for a matched pair.
   The modal appears.

2. Locate the 'Match basis' box; read the badges 'Reference ID' and 'Amount' and the supporting sentence 'Transactions matched using Identifier and Amount.'
   You confirm which fields the report used to create the match.

3. Compare the 'Identifier' and 'Amount' values in the side-by-side rows to verify the match.
   You can see how the values line up for the matched pair.

Troubleshooting

1. Identifiers look different for example 'EX-1' vs 'EX1'.
   LikelyCause: Formatting differences exist between sources or the identifier field value differs slightly.
   Action: Open the match details to inspect both 'Identifier' values; if you want exact formatting to match, standardize the identifiers in the source data and update the report.

Note: The 'Match basis' tells you which columns were used for matching; secondary columns like 'Amount 2' may be displayed but not used for match calculations.