Short Answer: 'Match basis: Reference ID + Amount' means the system matched transactions by comparing one or more identifiers Reference ID plus the transaction amount.
PreRequisites
- Open 'Matched transaction details' for any matched pair.
Steps
-
On the results table click a matched row to open 'Matched transaction details'.
The 'Matched transaction details' modal opens. -
Read the 'Match basis' box which lists 'Reference ID + Amount' and the explanatory text 'Transactions matched using Identifier and Amount.'
You understand the criteria used to pair the transactions.
Troubleshooting
- 'Match basis' shows different criteria or is not visible.
LikelyCause: You opened an unmatched or partially matched row instead of a fully matched row.
Action: Open a confirmed matched row in the Fully matched tab to see the 'Match basis' details.
Note: Match basis is shown per matched pair so you can confirm why those two lines were paired.