How do I view details for partially matched transactions?

Short Answer: Open the reconciliation results, click 'Partially matched' card or tab, then open a group's details to see the 'Partially matched transaction details' modal with match basis and row-level data.

PreRequisites

1. Reconciliation run has completed

2. You are viewing the reconciliation results page

Steps

1. Open the reconciliation report for example 'X Company recon'.
   Results page with summary cards and tabs is visible.

2. Click the 'Partially matched' card or select the 'Partially matched' tab to show partially matched groups.
   List of partially matched groups is shown.

3. Click one of the partially matched groups or rows to open the 'Partially matched transaction details' modal.
   Modal displays Entity A and Entity B transactions that were grouped.

4. Review the 'Match basis' area to see which Identifier and Amount fields were used example shows 'Reference ID + Amount' and inspect row-level details.
   You can see Document Date, Net Movement (USD), Doc No, Reference No and PO / Agreement Ref in the modal table.

Troubleshooting

1. A partially matched group contains unexpected transactions.
   LikelyCause: Identifier selection or amount mapping caused unrelated rows to be grouped e.g., identical Reference values.
   Action: Open each file's 'Configure file' and adjust Reference / Identifier selections or amount mapping; re-run reconciliation to refresh groups.