Match candidate
A possible pairing between a bank line and an existing payment, bill or document that Alison proposes but is not sure about.
In Solo Superstars
Shown in the review queue with the reason (amount, date window, payee). Accept it and the two records link; reject it and the line goes back to categorization.
Example
A −598 line vs a $600 bill: proposed as a candidate with a $2 gap rather than auto-matched.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- suggested match
Related
- Auto-match — Alison pairing an imported bank transaction with the invoice payment, bill, transfer or payout it belongs to, by amount, date and payee.
- Review queue — Bank transactions Alison was not confident enough to categorize on her own, waiting for your call.
- Document match — Linking a bank transaction to the receipt, bill image or check that supports it, from the Document vault.