Matches

The Matches tab is the primary workspace for your daily reconciliation triage. Here, Atlar surfaces suggested matches between your bank transactions and open documents — proposals for you to review, approve, or reject before anything is applied to your books.

What the Matches Tab Shows

The Matches tab lists all suggested matches that are awaiting your confirmation. Each suggestion pairs one or more bank transactions with one or more documents (such as invoices or credit notes) that Atlar believes belong together.

Suggestions on this tab fall into two categories:

Match Type	Source
Smart	Generated by Atlar's AI-assisted matching engine, which analyzes amount, date, reference, and counterparty signals
Rule-based	Generated by matching rules you have configured, based on criteria you defined

Suggestions are proposals only — they have no effect on your books until you act on them. Manually created matches (created directly from the Outstanding tab) bypass this queue and are described in Matching Manually (Outstanding).

Reading Confidence Levels

Every Smart and Rule-based suggestion carries a confidence level that reflects how strongly the matching signals agreed.

Confidence	What it means
High	Most or all signals — amount, date, payment reference, and counterparty — aligned closely. These are automatically promoted to the Review & Post step.
Medium	Several signals agreed, but one or more were absent or only partially matched. Worth a moment of scrutiny before confirming.
Low	Fewer signals agreed. Atlar is offering a candidate, but you should verify carefully before confirming.

Important: Higher confidence does not guarantee a correct match — use it as a guide for where to focus your attention, not as a substitute for review.

Confirming Matches

What confirmation does

Confirming a match signals that you agree the paired transactions and documents belong together. This transitions the match out of the Matches tab and into the Review & Post stage, where it will be posted to your ERP or general ledger.

Important: Confirming a match does not post anything to your ERP or general ledger. Posting is a separate action performed on the Review & Post tab. See Review & Post for details on that step.

Confirming a single match

Locate the match on the Matches tab.
Review the paired items — check the amounts, dates, document references, and counterparty.
Click Confirm to approve the suggestion.

The match moves immediately to the Review & Post stage.

Bulk confirmation

To confirm multiple matches at once:

Select the matches you want to confirm using the checkboxes on the left.
Click Confirm in the bulk-action bar that appears.

Bulk confirmation is efficient for high-confidence suggestions after a first pass of review. Avoid bulk-confirming a batch that includes Low-confidence suggestions without reviewing each one individually.

Rejecting a Suggested Match

If a suggestion is incorrect — wrong document, wrong transaction, or wrong counterparty — you should reject it rather than confirm it.

Rejecting (also called unmatching) a suggestion:

Removes the match proposal entirely.
Returns all associated transactions and documents to the Outstanding pool.
Makes those items available to be matched again, either by Atlar or manually.

Rejecting a single match

Open the match and click Reject (or the unmatch action, depending on your view). Confirm the action when prompted.

Bulk rejection

Select multiple matches using the checkboxes, then choose the reject action from the bulk-action bar.

Tips for Spotting a Wrong Suggestion

Before confirming a suggestion, a quick check can prevent reconciliation errors downstream:

Verify the amounts match. A small residual difference can indicate the wrong document was paired, or that a deduction or credit needs to be handled separately.
Check the counterparty. Confirm the bank transaction counterparty matches the vendor or customer on the document. Common-amount transactions (e.g. round numbers, recurring charges) are easy to mismatch across counterparties.
Scrutinize Low-confidence matches. These carry the most uncertainty. Take the time to open the suggestion and read both sides before confirming.
Watch for similar documents. When several documents share the same amount or a similar reference, ensure Atlar has paired the transaction with the correct one — particularly for recurring invoices or periodic payments.
Cross-check the date range. A significant gap between the transaction date and the document date may indicate a mismatch, especially for time-sensitive settlements.
Review partially matched amounts. If the matched amount covers only part of an invoice, confirm this is intentional (e.g. a partial payment) rather than the result of selecting the wrong document.

When in doubt, reject the suggestion and rematch manually from the Outstanding tab. See Matching Manually (Outstanding) for guidance.