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Review match and categorization suggestions

4 min readBusiness

Review transaction suggestions in your current business workspace, then confirm, edit, or undo them only when the row shows the result you want. If AI Matching returns an unresolved warning or no eligible suggestion for a row, treat that as an unavailable or partial outcome, not a confirmed match.

Before you start

  • You are working in a business workspace.
  • You can open the Transactions page for the current workspace.
  • Your workspace has the feature and role access needed for the action you want to use.
  • For match suggestions and AI Matching, your workspace must have the connected ledger and suggestion features available.
  • If your workspace is personal mode, use the personal transactions workflow instead of the business one.

Review a match or categorization suggestion

Use this when you want to inspect a suggestion before you confirm it. A suggestion is only a proposed result until you choose the action that saves it.

  1. Open Transactions and find the row you want to review.
  2. Choose Match if you want to review possible invoice or transfer matches for that row.Match
  3. Look at the suggestion details shown for the row, including any confidence indicator and any reason text that appears with it.
  4. If the suggestion looks correct, continue with the action that saves it.
  5. If the suggestion looks wrong, leave the row unconfirmed and use Undo only after a result has already been saved.Undo

Use AI Matching for pending transactions

AI Matching refreshes stored suggestion results for pending transactions. It runs in the background, then the page updates so you can review the latest results.

  1. Open Transactions.
  2. Choose Run AI categorization matching for pending transactions.Run AI categorization matching for pending transactions
  3. Wait for the run to finish.
  4. Review the updated rows after the page refreshes or the status updates.
  5. If the run shows that AI inference is unavailable for some rows, treat those rows as unresolved rather than confirmed.

Confirm a suggestion

Confirming a suggestion changes the transaction from a proposed result to a saved one. Before you confirm, the row still shows only the suggested outcome.

  1. Open the transaction row with the suggestion you want to use.
  2. Choose the action that matches the suggestion type shown on the row, such as Categorize, Match, Record as transfer, or Confirm Match.CategorizeMatchRecord as transferConfirm Match
  3. Select the specific suggested item or values you want to apply.
  4. Choose the visible confirm action for that section, such as Add, Match, Confirm Match, Confirm Transfer Match, Record Transfer, Save Split, or Save Manual Transaction when that is the action shown.MatchConfirm MatchConfirm Transfer MatchRecord Transfer
  5. Wait for the row to refresh and show the saved result.

Undo a saved result

Use Undo when a transaction was saved incorrectly and you want to return it to review state. If the original action was a transfer, invoice payment, or posting-related change, a separate reversal flow may appear instead of a simple undo.

  1. Open the transaction row that was already saved.
  2. Choose Undo.Undo
  3. If the app shows a separate prompt for the original request, follow that prompt instead of starting a new save.
  4. Wait for the row to return to review status or for the page to show that the original request is still pending.

What changes after you confirm

  • Before confirmation, the row shows only a suggestion and the saved transaction state does not change.
  • After confirmation, the row shows the saved result for that action, such as categorized or transfer-recorded.
  • If the action creates a downstream export or posting task, that is separate from the suggestion itself. A confirmed suggestion does not always mean the downstream step is finished yet.
  • If the app shows an unresolved or unavailable status, that is not the same as a successful confirmed match.

Current workspace and party scope

Suggestions are evaluated in the current workspace and company context. In business mode, match suggestions depend on the connected ledger for that workspace, and company or party scope can affect which past records are considered.

  • A suggestion from another workspace does not count for the current one.
  • If the workspace changes, reload before trying again.
  • If the connected ledger is missing or inactive, match suggestions can be unavailable even though the transaction row still opens.
  • If AI inference is unavailable for a run, the app may still return historical matches for other rows, but that is not the same as confirming every row.

When suggestions are unavailable

Unavailable does not mean the transaction was successfully processed. It usually means the app could not build or confirm a suggestion for that row right now.

  • If Match or the AI Matching action is missing, the feature is not available for your workspace or permission level.
  • If no suggestions appear, there may be no eligible matches in the current scope or date window.
  • If a connected ledger dependency is missing, the row can still open, but invoice or transfer suggestions may not be returned.
  • If a result shows an AI-deferred warning, treat it as a partial or unresolved outcome rather than a confirmed no-match.

Updated

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