Auto-matching
After extraction, the 5-level matching engine runs automatically:
1Invoice number in description — highest confidence.
2Existing transactions — payments already recorded in the system with the same value. Amounts are compared in HUF (so a HUF bank row can confirm a foreign-currency booking), and up to 7 calendar days may pass between the recorded date and the bank booking date (transfer clearing delay) — the older the gap, the lower the confidence.
3Partner + amount — outstanding debt to a known partner matches the transaction amount.
4Amount only — fallback when no partner info is available.
5N-to-M — one transfer matching the sum of several open invoices.
No duplicate bookings
If the matched invoice already has a recorded payment — e.g. from a bank transfer file or an automatically settled card payment — accepting the row confirms the existing transaction instead of creating a second one: it becomes bank-confirmed, moves to the statement's wallet and its date is aligned to the bank booking date. Undo restores the original wallet, confirmation state and date.
Review dashboard
The table uses three compact columns:
•Transaction — date, partner, large colour-coded amount, description.
•Match — suggested invoice (partner, debt) or "N invoices (total)" for N-to-M. A warning chip shows the leftover amount.
•Confidence — coloured progress bar + % + match type.
Tab filters and one-click nav
The cards above the table are also filter buttons:
•Ready to accept — 80%+ confidence matches, perfect for the bulk-accept button.
•Review needed — sub-80% matches that deserve a manual check.
•Unknown — the engine found no suggestion.
•Confirmed — already-recorded transactions (undo available).
•Skipped — set-aside rows.
Row-level actions
Each status exposes the right icons inline:
•Accept (✓) — one click creates the transaction.
•Reject (✗) — clears the match and returns the row to pending.
•Allocate — split a multi-invoice (N-to-M) row.
•Undo (↶) — reverse a confirmed match: created transactions are deleted, confirmed existing transactions revert to their previous wallet, state and date, and the row returns to matched so you can decide again.
•Manual search, financial entry, skip, and more live behind the "⋮" menu.
Bulk accept
On the Ready to accept tab a prominent green button appears at the top of the table: "Accept N confident matches". One click processes every 80%+ row so you can focus only on the uncertain ones.
