Match selected activity links attached statement rows with unmatched recorded activity in the same reconciliation window. The selected amounts must agree exactly, with money direction included in the totals.
- Open Manage reconciliation and choose Match selected activity.
- Select the appropriate Statement activity to change and Recorded activity to match.
- Compare both selected totals and the underlying evidence, then submit the match when they agree.
Equal totals are necessary but need context
The rows should represent the same events, not simply add to the same number. Use dates, descriptions, references, and supporting records to establish the relationship.
Only eligible current rows can be selected. Statement activity must be attached and not already matched or ignored; recorded activity must be unmatched. Restricted rows or unavailable amounts cannot support the action. After saving, inspect the Matched status and any remaining unresolved records. Matching does not change statement balances or complete the reconciliation on its own. If the selected totals differ, identify the missing or incorrect row rather than changing a valid amount to force agreement. Refresh the review if the statement evidence changes during the task.
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