About Unmatching Matched Transactions

Users with the System Administrator, Power User, Preparer, or Profiles and Reconciliatons - Manage role can unmatch transactions.

Use one of the following methods:

• Unmatch selected transactions from the Matching dialog or Matching card

  See Unmatching Matched Transactions.

• Unmatch transactions that were matched by an Auto Match job or an Import Transactions and Automatch job

  See Unmatching Transactions Matched by Auto Match.

You can also use the REST API to unmatch matched transactions. In this case, the system creates a background job for unmatching the transactions and this job is displayed in the Jobs History page.

When you unmatch a transaction that satisfies the conditions for creating a reverse adjustment, a warning is displayed informing users that a reverse adjustment will be created. See About Reverse Adjustments.