Home Intercompany Reconciliation How do I open a matched transaction to see both Entity A and Entity B details?

How do I open a matched transaction to see both Entity A and Entity B details?

Last updated on Apr 24, 2026

Short Answer: In the 'Matched' tab, click the chevron (>) at the far right of the matched row to open the matched pair's details.

PreRequisites

  1. You are on the 'Intercompany reconciliation report' page

  2. The 'Matched' tab is selected

  3. You have permission to view transaction details

Steps

  1. Confirm the 'Matched' tab is selected under the summary cards.
    'Matched' tab is highlighted and matched rows are visible.

  2. Locate the matched row you want to inspect (example row shows '29 Aug 2025' and 'ICA-2025 / Internal Ref').
    Desired matched row is visible in the table.

  3. Click the chevron (>) at the far right of that row.
    A detail view for the matched transaction opens.

  4. Compare full Entity A and Entity B details in the detail view.
    You can confirm match fields such as date, description, and amount.

Troubleshooting

  1. Chevron click does not open transaction details.
    LikelyCause: Missing view permissions or a temporary UI issue.
    Action: Reload the page; if the issue persists, contact your administrator to confirm permissions.

Note: The actual detail panel layout is not visible in the provided screenshot.