Unmarking Archived Transactions in Transaction Matching

Matched transactions that were previously archived can be unmarked and then included in subsequent archive jobs.

When transactions are unmarked, the Archive Transactions job ID associated with them is removed. These transactions can be then included in future archive jobs, if they match the criteria specified for the archive job.

A typical scenario for unmarking transactions is if you need to make changes to the criteria used when archiving matched transactions. For example, you archive matched transactions that are older then nine months for the period April 2022. However, before purging the archived transactions, it is brought to your notice that the age of transactions needs to be one year instead of nine months. So, you first unmark the transactions that are part of the archive job, create a new job to archive matched transactions with the new criteria, and then purge the archived transactions. You can also unmark archived transactions if you accidentally archived the wrong set of transactions.

You cannot purge transactions that were part of an archive job, if you have unmarked them before you ran the purge.

To unmark matched transactions that were part of an archive job:

1. From Home, select Applications, and then Jobs.
2. Click Transaction Matching to view the Transaction Matching jobs.

3. Click the ellipsis to the right of the archive job whose transactions need to be unmarked and select Unmark Archive Transactions.

   An Unmark Archive Transactions job is created with a unique job ID. The job status shows as Pending.

4. After a few minutes, click Refresh to get the latest job status.

   If the job completed without errors, the status shows as Succeeded.

5. Click Succeeded to view the log file for the job.

   The log file shows the number of matched transactions that were unmarked. It also contains the job ID of the Archive Transactions job whose transactions were unmarked.