Two opposite-direction records with the same date, amount, and currency can qualify for an exact pair, but those shared fields do not by themselves prove a transfer relationship. Confirm that the money actually moved between the selected accounts.
- Read both original descriptions and identify the sending and receiving accounts.
- Compare the records with the bank transfer or card-payment confirmation.
- Explain the supported relationship in Pairing reason before preparing the pair.
Coincidences occur in busy accounts
A customer receipt and a supplier payment can share an amount on the same day while representing unrelated events. Pairing them would obscure their separate business purposes.
If you cannot establish the relationship, leave the records separate and investigate. The exact-pair preview checks source and mapping conditions, but it is not a substitute for understanding the event. When the evidence supports a transfer, confirm both legs are imported and reviewed, then inspect the generated journal before posting. If there is a fee, currency difference, or cross-date timing issue, use the appropriate balanced journal workflow instead. A clear reason should let a later reviewer understand why these two particular records belong together without reconstructing the decision from matching numbers alone.
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