AI Matching: Add/Edit/Delete Transactions Copied!
Purpose: Within AI Matching, you can add, edit, and delete individual transactions directly within the matching UI. This provides a more granular level of control, saving significant time and making it easier to handle complex match datasets.
In this article
Key Features Copied!
- Add Transactions: Manually insert new transactions into your dataset directly from the matching interface.
- Edit Transactions: Modify existing transaction details on the fly to correct errors or update information.
- Delete Transactions: Remove specific transactions that are no longer needed without affecting the rest of your imported data.
- Restore Functionality: Deleted a transaction by mistake? You can restore previously deleted transactions to ensure no data is permanently lost during the cleanup process.
Benefits Copied!
- Increased Efficiency: Managing transactions is much more efficient. By eliminating the need to remove, modify, and re-upload entire datasets, you can focus on the reconciliation itself.
- Simplified Data Management: Handling your match datasets becomes significantly easier with the ability to perform targeted edits and deletions.
How to Add a Transaction Copied!
To manually insert a new transaction into your dataset:
- At the top of the AI Matching screen, click the kebab button (3 vertical dots).
- Click the Add Transaction button.
- Choose which data source (e.g., ERP or Bank) the transaction should be added to.
- Input the transaction date and amount.
- You may optionally also include a description, reference, or other text-based information for better tracking.
- Click Add to see the transaction immediately appear in the selected source table.
How to Edit a Transaction Copied!
If you need to correct errors or update details for an existing transaction:
- Locate and hover the specific transaction, then click its vertical dot menu icon.
- Click Edit to open a pop-up containing the transaction's current information.
- Update any necessary fields, such as the amount or description.
- Click Save to instantly update the transaction in the matching table.
How to Delete a Transaction Copied!
To remove unnecessary or duplicate entries:
- Locate and hover the specific transaction, then click its vertical dot menu icon.
- Click Delete and confirm the action in the warning prompt.
- The transaction will be removed from your list of active transactions, but remains accessible for auditing or restoration through the filter option for viewing deleted transactions.
How to Restore a Deleted Transaction Copied!
If a transaction was removed in error, it can be recovered easily:
- Go to the Filters menu and check the box to Display Deleted Transactions.
- Locate and hover the specific transaction, then click its vertical dot menu icon.
- Select Activity Log.
- Click the Restore Transaction button located within the log. The transaction will return to your active list and be available for matching.