Home Intercompany Reconciliation How do I unmatch a partially matched group?

How do I unmatch a partially matched group?

Last updated on Sep 08, 2026

Short Answer: Open the group's 'Partially matched transaction details' modal and click the 'Unmatch' button in the modal header to separate the matched transactions.

PreRequisites

  1. Reconciliation results open

  2. You have permission to edit/unmatch records

Steps

  1. Open the reconciliation report and go to 'Partially matched' card or tab.
    Partially matched list is visible.

  2. Click the partially matched group to open 'Partially matched transaction details'.
    Modal with group rows and match basis opens.

  3. In the modal header where 'Match basis' is shown, click the 'Unmatch' button red bordered.
    Transactions in the group are separated back to unmatched and report counts update.

Troubleshooting

  1. 'Unmatch' button is not visible or is disabled.
    LikelyCause: You lack required permission or the group is already unmatched.
    Action: Confirm your user permissions or contact an admin; ensure the group is currently matched before attempting to unmatch.

Note: The modal shows the applied 'Match basis' so you can confirm why the group was created before unmatching.