Home Customer Reconciliation How can I inspect a specific matched transaction for details?

How can I inspect a specific matched transaction for details?

Last updated on Apr 23, 2026

Short Answer: Click the right chevron on the matched row to open its detail view.

PreRequisites

  1. Be signed in to CleverBalance

  2. Have the ‘Matched’ tab visible

Steps

  1. Find the matched transaction.
    In the Matched table, locate the row you want to inspect.

  2. Click the right chevron.
    Use the chevron at the end of that row to open the transaction details.

  3. Review the details.
    Check the displayed information such as dates, descriptions, and amounts to understand the match.

Troubleshooting

  1. Clicking the chevron does not open details
    Likely Cause: Temporary UI issue or another dialog is blocking the panel
    Action: Close any open dialogs, refresh the page, and try again. If it still fails, contact support

Note: Each matched row includes a chevron so you can inspect the details of that specific matched transaction.