Home Vendor Reconciliation How do I unmatch a matched transaction?

How do I unmatch a matched transaction?

Last updated on Sep 08, 2026

Short Answer: Open the match's 'Matched transaction details' and click the 'Unmatch' button to remove the pairing.

PreRequisites

  1. A matched transaction in the reconciliation

  2. Permission to modify the reconciliation if your account is restricted

Steps

  1. Open the matched row to show 'Matched transaction details'.
    The modal with match details opens.

  2. Click the red 'Unmatch' button in the 'Match basis' area.
    The match will be removed and the transaction will no longer be shown as matched.

  3. Return to the report and verify the item moved to 'Partially matched' or 'Unmatched' as applicable.
    Counts and totals update to reflect the unmatch.

Troubleshooting

  1. The 'Unmatch' button is not available or does not work.
    LikelyCause: You may not have permissions to modify the reconciliation, or the UI requires a page refresh after a run.
    Action: Confirm you have edit permissions for the report, refresh the page and try again, or contact the report owner.

Note: The 'Unmatch' control is shown inside the 'Matched transaction details' modal.