Transactions → open a transaction → Suggested documents / match candidates
Open a transaction to see suggested documents.
Compare the amount, supplier name, reference, and date for each candidate.
Click the eye icon to open an invoice in a new tab.
Look for Selected suggested document if a suggestion is already chosen.
The list can include both incoming and outgoing invoices.
Expect up to five AI suggestions and up to five closest invoices.
Check the confidence score and reason chips on AI suggestions.
Use the candidate row to select a suggestion with click, Enter, or Space.
Read the row metadata for exact amount, same supplier, and date clues.
Closest invoices are ranked candidates and do not show AI reasoning chips.
Look for invoices in the same transaction currency.
Make sure incoming invoices still have an amount.
Remember that invoices older than 180 days are excluded from closest-invoice search.
Open the invoice detail if you need more matching context.
If nothing matches, the suggested-documents section stays hidden.
