How transaction matching works

Where to find it

Transactions → open a transaction → Suggested documents section

✅ Common tasks

Review a suggested match

1. Open the transaction and check Suggested documents

2. Compare company, invoice number, amount and dates

3. Read the reason text shown under the suggestion

4. Click the eye icon to preview an invoice in a new tab

5. Select the candidate only once it clearly matches

Cashfeed can suggest both incoming and outgoing invoices for the same transaction.

Find the right document manually

1. Open the manual invoice selector if no suggestion fits

2. Check the "No linked transaction" group first

3. Search by amount, invoice number or description

4. Look for the link icon showing a document is already matched

5. Double-check an already-linked document before choosing it

Selecting an already-linked invoice detaches its current match, so review it carefully first.

Confirm or deny a match question

1. Open the invoice Cashfeed is asking about

2. Check the payment reference, amount and dates together

3. Confirm only if everything lines up

4. Deny it if the transaction belongs elsewhere

5. Check for early-payment discounts or combined payments before deciding

A denied pairing is remembered and won't be suggested again for that transaction.

🔗 See also

• Transactions page

• Unlinking and correcting a transaction match

• Transaction filters, tabs and assignees

• Incoming invoice statuses and verification questions

• Credit card statements