How do I view unmatched transactions?

Short Answer: Click the 'Unmatched' tab next to 'Matched' to see VAT / sales tax or Books transactions that didn't match.

PreRequisites

1. Signed in to CleverBalance

2. Viewing the VAT / sales tax reconciliation report

Steps

1. Open the VAT / sales tax reconciliation report and click the 'Unmatched' tab.
   The page displays unmatched amounts and the table if any unmatched rows exist.

2. Review the 'Unmatched' card on the right to see totals for 'VAT / sales tax' and 'Books' and the 'Difference' for unmatched items.
   You see the unmatched totals and counts for example Books 13,055.49, 5 transactions.

3. Scroll the table to review individual unmatched rows and click a row's '>' chevron to open details if available.
   You can inspect the unmatched transaction records and any available details.

4. If you expect unmatched VAT transactions but see 0, run a new reconciliation or check source data.
   A refreshed reconciliation will show any newly unmatched items.

Troubleshooting

1. Unmatched shows '0 transactions (0%)' for VAT but you expected items.
   LikelyCause: Those VAT entries were matched or the previous reconciliation is stale.
   Action: Click 'Run new reconciliation' and re-check the 'Unmatched' tab. If items still don't appear, verify source entries in your systems.

2. Unmatched Books amounts appear but you cannot find corresponding VAT entries.
   LikelyCause: The Books entries may not have a matching VAT statement entry or dates/amounts differ.
   Action: Open each unmatched Books row and review details; run a new reconciliation if you have updated source data.