How do I view matched transactions in the report?

Short Answer: Select the 'Matched' tab to view matched VAT / sales tax and books transactions; click the '>' at the right of a row to open details.

PreRequisites

1. Signed in to CleverBalance

2. Viewing the VAT / sales tax reconciliation report

Steps

1. On the reconciliation page, click the 'Matched' tab left of 'Unmatched'.
   The header 'Matched - VAT / sales tax vs books' appears and the table below shows matched rows.

2. Review the table columns: 'Statement date', 'Statement description', 'Statement amount', 'Book date', 'Book description', 'Book amount'.
   You see matched statement and book entries side-by-side in each row.

3. Scroll the table to find the specific transaction you want to examine.
   The specific matched rows are visible with dates, descriptions, and amounts.

4. Click the '>' chevron at the right end of a row to open that matched transaction's details.
   A details view for the matched transaction opens transaction detail page or panel.

Troubleshooting

1. No rows appear in the 'Matched' table even though card shows transactions.
   LikelyCause: Table content may still be loading or the UI needs a refresh.
   Action: Refresh the page, wait a few moments for data to load, or click 'Run new reconciliation' if data looks stale.

2. Clicking the row chevron '>' does not open details.
   LikelyCause: You may not have permission to view transaction details or there is a transient UI issue.
   Action: Confirm permissions for the 'Tax account name' and try again later or report the issue with the Recon ID.

Note: The 'Matched' tab shows the matched pairs; the header reads 'Matched - VAT / sales tax vs books' with a summary line below.