How do I unmatch transactions from a matched group?

Short Answer: Open the matched group's 'Matched transaction details' modal and click the 'Unmatch' button in the Match basis card to separate the linked transactions.

PreRequisites

1. Reconciliation run complete

2. You have access to modify matches

Steps

1. Open the reconciliation report and expand the matched group e.g., 'Multiple transactions (1)'.
   'Matched transaction details' modal opens.

2. In the modal locate the Match basis card and click the 'Unmatch' button.
   The selected matched group is unlinked.

3. Return to the report list and check the 'Fully matched', 'Partially matched', 'Unmatched' tabs to confirm where the transactions now appear.
   Transactions appear in their new status e.g., Unmatched.

4. If needed, re-upload corrected files or remap fields and re-run reconciliation to attempt an updated match.
   Report refreshes after re-run showing updated matches.

Troubleshooting

1. The 'Unmatch' button is not visible.
   LikelyCause: You are not viewing a matched group or lack permission to edit matches.
   Action: Ensure you expanded a matched row not an unmatched one and confirm you have edit permission; contact an admin if necessary.