Short Answer: Each card summarizes how many Books / ledger and VAT / sales tax statement transactions matched and the totals; Difference shows any mismatch amount.
PreRequisites
- A reconciliation run has completed and results page is visible.
Steps
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Open the reconciliation results page and locate the summary cards at the top Total, Fully matched, Partially matched, Unmatched.
You see totals and transaction counts for each category. -
Read each card: it lists 'Books / ledger' totals and 'VAT / sales tax statement' totals plus counts and a Difference value.
For example, 'Fully matched' shows equal totals and Difference 0.00. -
Click a card or use the tabs 'Fully matched', 'Partially matched', 'Unmatched' to see the detailed lists.
Detailed transaction rows appear below for the selected category. -
Use the detailed lists to inspect individual matches and to open the Matched transaction details modal for specific rows.
You can drill into transactions to see matching details.
Troubleshooting
- All cards show zero or blank values.
LikelyCause: No reconciliation run completed.
Action: Click 'Run reconciliation' to run the reconciliation or 'Add files & update report' to upload files first.
Note: Fully matched typically means both sides have identical totals and counts; Unmatched shows items without a match.