How do I unmatch a pair of matched transactions?

Short Answer: Open the matched row's 'Matched transaction details' modal and click the 'Unmatch' button in the 'Match basis' panel.

PreRequisites

1. You have access to the reconciliation results and a matched row to unmatch

Steps

1. From the results page click the matched transaction row to open 'Matched transaction details'.
   Modal appears showing the matched pair.

2. In the 'Match basis' panel click the 'Unmatch' button.
   The system begins the unmatch action.

3. Close the modal and inspect the 'Unmatched' or 'Partially matched' tab to confirm the transaction moved.
   The transaction no longer appears in the matched list.

4. If counts look incorrect, re-run reconciliation or refresh the page.
   Counts update to reflect the unmatch.

Troubleshooting

1. 'Unmatch' button not visible or unclickable.
   LikelyCause: The row selected may not be a matched pair or the modal's UI state may have changed.
   Action: Confirm you're viewing a matched row in 'Matched transaction details'. If issue persists, refresh the results page and try again.

2. Transaction still appears matched after clicking 'Unmatch'.
   LikelyCause: UI did not refresh or server update pending.
   Action: Refresh the page or re-run the reconciliation to update counts.

Note: The 'Unmatch' button is visible inside the 'Match basis' panel of the Matched transaction details modal.