Short Answer: Click the "Unmatched" tab to list vendor or book transactions that didn’t match and review their amounts and details.
PreRequisites
- Be on the Vendor / supplier reconciliation report page
Steps
-
Find and click the "Unmatched" tab located under the summary cards.
The report switches to the "Unmatched" list view. -
Review the "Vendor / supplier" and "Books" columns and the per-row details (Statement date/description/amount and Book date/description/amount).
You see which specific transactions are unmatched (for example, Books 10,977.10 across 4 transactions as shown). -
Click a row (or the right-hand chevron) to view more details for that unmatched transaction if available.
Detailed information about the selected transaction is displayed.
Troubleshooting
- Unmatched tab shows fewer transactions than expected.
LikelyCause: Some items may be in "Skipped" or grouped under "Multiple transactions".
Action: Check the "Skipped" tab and expand any "Multiple transactions" rows to reveal hidden items.