How do I open matched transaction details and unmatch a matched pair?

Short Answer: Click the matched row to open 'Matched transaction details', review the 'Match basis' and click the red 'Unmatch' button to separate the Books and 26AS entries.

PreRequisites

1. On the results page with transactions displayed.

2. You have a matched transaction to inspect.

Steps

1. Click the matched transaction row in the table e.g., under 'Fully matched'.
   The 'Matched transaction details' modal opens.

2. Review the 'Match basis' area; it shows 'Reference ID' + 'Amount' and the text 'Transactions matched using Identifier and Amount.'
   You can confirm why the transactions were matched.

3. Click the red 'Unmatch' button to separate the pair.
   The pair is unlinked and totals update on the results page.

Troubleshooting

1. 'Unmatch' does not change totals or modal remains open.
   LikelyCause: Network timeout or server-side error.
   Action: Refresh the page and try 'Unmatch' again; if it still fails, wait a moment and retry or contact support.

2. 'Unmatch' is not available for a row.
   LikelyCause: The transaction may be in a locked state or requires different action.
   Action: Check your user permissions and ensure the transaction is eligible for manual unmatching; consult your admin if needed.

Note: Modal shows both 'Books / ledger transactions (Books)' and '26AS statement transactions (26AS statement)' along with totals and 'Difference'.