What do Review suggestions (0) and All open transactions do?

Category: Views & suggestions

Short Answer: Review suggestions shows system-suggested matches. 0 means none right now. All open transactions shows the full list of open items to manually pick from.

PreRequisites

1. Manual match transactions modal is open.

Steps

1. Locate the Review suggestions and All open transactions buttons at the top-right of the modal.
   Both buttons are visible.

2. Click Review suggestions to switch to suggested automated matches if any are available.
   Suggested matches appear; if the number in parentheses is 0, there will be no suggestions shown.

3. Click All open transactions to show all open items from both Books / ledger and Vendor statement.
   Full lists of open transactions are displayed for manual selection.

4. Select transactions from either view to construct a manual match.
   Selections update the footer totals and Difference.

Troubleshooting

1. Review suggestions shows zero but I expected suggestions.
   LikelyCause: The system did not find matching patterns for these transactions or suggestions were already applied.
   Action: Use All open transactions to manually select rows, or widen filters to include more items.

Note: The number in Review suggestions (N) indicates how many suggested matches exist at that time.