Short Answer: Expand grouped rows (e.g., 'Multiple transactions (2)') or click the row caret to reveal the 'Individual transactions breakdown' in the table.
PreRequisites
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On the reconciliation report page with the table visible
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The correct tab selected (Matched / Unmatched / Skipped)
Steps
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Ensure the correct tab is selected (e.g., 'Matched').
The table shows rows for that category, including grouped rows like 'Multiple transactions (2)'. -
Locate a grouped row such as 'Multiple transactions (2) Click to collapse details' and click the row or caret to expand/collapse.
'Individual transactions breakdown' rows appear or collapse beneath the grouped row. -
To inspect a specific transaction further, click the right-hand arrow (>) if present.
Row-level details or deeper transaction info appears (if supported).
Troubleshooting
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Grouped row does not expand or already shows 'Click to collapse details'.
LikelyCause: The row is already expanded or UI did not respond.
Action: Click again to toggle, or refresh the page if needed. -
Individual transactions don’t show expected amounts.
LikelyCause: Grouped rows may include offsetting entries (e.g., positive and negative values summing to zero).
Action: Review each line in 'Individual transactions breakdown' to understand adjustments.
Note: Grouped rows help you understand how multiple statement entries map to book entries—expand them for detailed, line-level reconciliation.