Unlinking and correcting a transaction match

Where to find it

Transactions → open a transaction, or open the linked row from the invoice or transaction view

✅ Common tasks

Unlink a match

1. Open the linked transaction from the transaction list.

2. Find the linked invoice section in the transaction details.

3. Click Unlink.

4. Wait for the success message.

If you were on the invoice page, refresh the view after unlinking.

Link the right invoice

1. Open the transaction you want to correct.

2. Choose the correct incoming invoice or outgoing invoice.

3. Click Save.

4. Remove the old link first if the wrong invoice type is still attached.

A transaction can link to one invoice at a time.

Change the assignee

1. Open the transaction details.

2. Click the Assignee field.

3. Select a valid approval-candidate user.

4. Click Save.

Only approval-candidate users can be assigned.

🔗 See also

• Transactions page

• How transaction matching works

• Incoming invoices

• Outgoing invoices

• Transaction filters, tabs and assignees