If you choose to not work with automatic matching at import, you have the possibility to request that Briox match transactions in the Process Transaction view.
- Click on Suggest Matches
- Briox will then search for all possible matches according to the criteria you have entered for the various document types. Read more under Automation Settings about setting up automatic matching for the different document types.
- If you are not happy with the matches you can Clear all matches by clicking on the button at the bottom left hand side.
See below.
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