Transactions → open a transaction
Open the transaction and look for Suggested documents.
Read the confidence, reason, supplier, amount, and date shown on each card.
Open the invoice in a new tab if you want to check the source document.
Select the invoice that best fits the transaction.
If no candidates appear, the transaction has no usable suggestions.
Admins may see the full reason chips; other users see a shorter reason.
Expect AI suggestions first, then closest invoices.
AI suggestions come from pending match suggestions that are not already linked elsewhere.
Cashfeed also looks at unmatched incoming and outgoing invoices in the same currency.
Candidates are limited to invoices that are not older than 180 days.
Cashfeed shows at most five AI suggestions and five closest invoices.
A candidate can be hidden if it is already linked to another transaction.
Cashfeed compares the transaction amount to the invoice amount, including currencies.
It also checks supplier identity from the transaction name or IBAN when available.
Reference text, invoice number, and dates can all raise the score.
For incoming invoices, the displayed amount is shown as a negative value in the match view.
For outgoing invoices, the displayed amount uses the invoice total plus tax.
When a transaction has no execution date, Cashfeed falls back to a default date for scoring.
Review the on-invoice accept or deny question that appears after a suggestion is chosen.
Accept when the suggested invoice is the one you want linked to the transaction.
Deny when the suggestion is wrong or incomplete.
If the match was already linked, use Unlinking and correcting a transaction match instead.
After choosing, confirm the supplier details before continuing.
The transaction screen can show both incoming and outgoing invoice candidates for the same bank line.
Check that the transaction has an execution date.
Check that there are invoices in the same currency.
Wait until invoices are no longer already linked to another transaction.
Open the transaction again after any invoice edits or supplier changes.
Compare the supplier name, amount, reference, and date on the cards.
Open the invoice to verify the underlying document.
Deny the suggestion and choose the correct invoice instead.
If the transaction is already linked, unlink and correct the match.
Make sure the invoice is not older than 180 days.
Check whether the invoice is already linked to another transaction.
Confirm the invoice currency matches the transaction currency.
Review the supplier name or reference text for differences in formatting or spelling.
Admins can see full score details; other roles may see less detail.
Open the invoice card to inspect supplier, amount, and date directly.
Ask an admin to review the match if you need the full scoring explanation.
