Review and confirm matches
Confirm a suggested match to mark the invoice paid, reject one that is wrong, or pair a transaction to an invoice yourself.
Review and confirm matches
Member+After the matcher runs, every suggested pairing waits for your decision on the Reconciliation page. You stay in control: a suggestion is only a proposal until you accept it.
Confirm, reject, or match by hand
Open Reconciliation
In the dashboard sidebar, open Reconciliation and look at the suggested matches.
Confirm a correct match
Click Confirm on a pairing that is right. The match is locked in and the linked invoice is marked paid.
Reject a wrong match
Click Reject on a pairing that does not belong. The suggestion is cleared and the invoice stays open for another match.
Create a manual match
If a transaction has no suggestion, or the suggestion was wrong, pick the transaction and the invoice yourself. A manual match is treated as fully confident, and the invoice is marked paid.
What confirming does
Confirming a match sets the invoice status to paid. That is the signal the rest of Inbox Ledger uses to tell paid bills apart from outstanding ones.
A manual match carries full confidence because you made the decision yourself, so it never needs a second review.
Related
Reconciliation overview
What reconciliation does and the flow at a glance.
How matching works
The two stages, the date window, and the confidence threshold.
Upload a bank statement
Supported formats, the size cap, and what extraction does.
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