{"id":29671,"date":"2026-07-06T16:17:15","date_gmt":"2026-07-06T16:17:15","guid":{"rendered":"https:\/\/synder.com\/help\/?p=29671"},"modified":"2026-07-06T16:34:46","modified_gmt":"2026-07-06T16:34:46","slug":"how-to-use-manual-matching-in-transaction-reconciliation","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/","title":{"rendered":"How to Use Manual Matching in Transaction Reconciliation"},"content":{"rendered":"\n<p>Transaction Reconciliation in Synder automatically matches transactions between your accounting system and payment integration based on IDs, dates, and amounts. However, some transactions may not match automatically \u2014 for example, when naming conventions differ, IDs are missing, or a manual entry was created in accounting to cover a deadline.<\/p>\n\n\n\n<p><strong>Manual Matching<\/strong> lets you pair these unmatched transactions yourself, while keeping a full audit trail so you and your team can always see what was matched to what.<\/p>\n\n\n\n<p><strong>Note:<\/strong> Manual matching differs from the <strong>Ignore<\/strong> function, which simply moves rows out of view with no traceable link. Use manual matching any time you need an auditable record \u2014 for example, when closing the books or preparing compliance reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to Use Manual Matching<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A transaction appears as missing in accounting or your integration, but you know it corresponds to another entry<\/li>\n<li>You have created a manual journal entry in accounting to cover a transaction that failed, was canceled, or didn&#8217;t record correctly<\/li>\n<li>You have a deadline to close the books and need to reconcile transactions Synder couldn&#8217;t auto-match<\/li>\n<li>Synder&#8217;s auto-matching couldn&#8217;t pair transactions due to missing or different IDs, or naming convention differences<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to Match Transactions Manually<\/h2>\n\n\n\n<p>Manual matching works only on the <strong>Missing Source<\/strong> tab in Transaction Reconciliation. Additionally, the <strong>Match Manually<\/strong> button stays disabled until you select rows on both the accounting side and the integration side \u2014 so make sure to pick at least one row from each table before clicking it.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First, open a reconciliation and go to the <strong>Missing Source<\/strong> tab.<\/li>\n<li>Next, select one or more rows on the <strong>accounting side<\/strong> (left table) using the checkboxes.<\/li>\n<li>Then, select one or more rows on the <strong>integration side<\/strong> (right table) using the checkboxes.<\/li>\n<li>Click the <strong>Match Manually<\/strong> button \u2014 Synder activates it only when you select rows on both sides.<\/li>\n<li>Finally, Synder validates your selection. If everything checks out, it matches the transactions.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6-1024x551.png\" alt=\"Match Manually button active with rows selected on both sides\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-7-1024x589.png\" alt=\"Match Manually button grayed out when only one side is selected\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Matching Rules<\/h2>\n\n\n\n<p>Before creating a manual match, Synder checks all of the following rules. If any rule fails, the match won&#8217;t go through.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Amounts must balance<\/h3>\n\n\n\n<p>The total on the accounting side must equal the total on the integration side. If the totals don&#8217;t match, Synder shows an error message with the exact difference.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-8-1024x556.png\" alt=\"Amount mismatch error showing the delta\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Same currency only<\/h3>\n\n\n\n<p>All rows you select must share the same currency. Synder does not support cross-currency matching.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-9-1024x502.png\" alt=\"Currency mismatch error\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">200-transaction limit<\/h3>\n\n\n\n<p>You can select up to 200 rows at a time. If you go over this limit, Synder disables the Match Manually button. Simply deselect some rows and try again.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Rows must be unmatched<\/h3>\n\n\n\n<p>You can only select rows that don&#8217;t already belong to an existing auto or manual match.<\/p>\n\n\n\n<p><strong>Supported configurations:<\/strong> 1-to-1, 1-to-many, many-to-1, and many-to-many.<\/p>\n\n\n\n<p><strong>Special case:<\/strong> If the totals on both sides net to zero \u2014 for example, +$50 and \u2013$50 on each side \u2014 the match still goes through. This covers legitimate scenarios like a charge and refund pair.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing Manual Matches<\/h2>\n\n\n\n<p>After matching, all transactions \u2014 auto and manual \u2014 appear together on the <strong>Matched<\/strong> tab. To tell them apart, use the <strong>Match Type<\/strong> column:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Auto<\/strong> \u2014 Synder matched this automatically<\/li>\n<li><strong>Manual<\/strong> \u2014 you matched this yourself<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-10-1024x373.png\" alt=\"Matched tab showing Match Type column with Auto and Manual entries\"\/><\/figure>\n\n\n\n<p>In addition, you can filter the Matched tab by match type using the <strong>Match Type filter<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-14-1024x263.png\" alt=\"Match Type filter dropdown showing Auto and Manual options\"\/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> When you export the Matched tab, Synder includes the Match Type column in the export file.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Unmatch Transactions<\/h2>\n\n\n\n<p>You can reverse a manual match at any time. Note that only Manual rows have an Unmatch option \u2014 Synder does not allow unmatching auto-matched rows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Unmatch a single match<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First, go to the <strong>Matched<\/strong> tab.<\/li>\n<li>Then, find the manual match you want to reverse and click <strong>Unmatch<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-13-1024x377.png\" alt=\"Unmatch option on a manual match row\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Unmatch in bulk<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First, go to the <strong>Matched<\/strong> tab and check the boxes next to the manual matches you want to reverse.<\/li>\n<li>Then, click the <strong>Unmatch<\/strong> button that appears in the table header.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-12-1024x241.png\" alt=\"Bulk Unmatch with multiple manual rows selected\"\/><\/figure>\n\n\n\n<p>After unmatching, all rows return to the <strong>Missing Source<\/strong> tab \u2014 accounting rows go back to the accounting side, and integration rows go back to the integration side.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Unmatch from the Discrepancy tab<\/h3>\n\n\n\n<p>You can also unmatch rows on the <strong>Discrepancy<\/strong> tab \u2014 these are auto-matched pairs where the amounts don&#8217;t align. You can unmatch them one at a time or in bulk. Once you unmatch them, they move to the <strong>Missing Source<\/strong> tab and become available for manual matching.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important: Refresh and Delete<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Refreshing a reconciliation<\/strong> clears all manual matches. Synder shows a confirmation modal before proceeding, so all previously matched rows return to Missing Source.<\/li>\n<li><strong>Deleting and recreating a reconciliation<\/strong> for the same period also starts fresh \u2014 Synder does not carry over manual matches to the new reconciliation.<\/li>\n<\/ul>\n\n\n\n<p>If you have any questions or need assistance with manual matching, feel free to reach out to the <a href=\"https:\/\/synder.com\/contact\/\">Synder support team<\/a> \u2014 we are always happy to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Transaction Reconciliation in Synder automatically matches transactions between your accounting system and payment integration based on IDs, dates, and amounts. However, some transactions may not match automatically \u2014 for example, when naming conventions differ, IDs are missing, or a manual entry was created in accounting to cover a deadline. Manual Matching lets you pair these [&hellip;]<\/p>\n","protected":false},"author":2320,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[473,56],"tags":[],"ppma_author":[471],"class_list":["post-29671","post","type-post","status-publish","format-standard","hentry","category-transaction-reconciliation-module","category-reconciliation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Use Manual Matching in Transaction Reconciliation - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Use Manual Matching in Transaction Reconciliation - Synder\" \/>\n<meta property=\"og:description\" content=\"Transaction Reconciliation in Synder automatically matches transactions between your accounting system and payment integration based on IDs, dates, and amounts. However, some transactions may not match automatically \u2014 for example, when naming conventions differ, IDs are missing, or a manual entry was created in accounting to cover a deadline. Manual Matching lets you pair these [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-06T16:17:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-06T16:34:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6-1024x551.png\" \/>\n<meta name=\"author\" content=\"anthony\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"anthony\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Use Manual Matching in Transaction Reconciliation - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/","og_locale":"en_US","og_type":"article","og_title":"How to Use Manual Matching in Transaction Reconciliation - Synder","og_description":"Transaction Reconciliation in Synder automatically matches transactions between your accounting system and payment integration based on IDs, dates, and amounts. However, some transactions may not match automatically \u2014 for example, when naming conventions differ, IDs are missing, or a manual entry was created in accounting to cover a deadline. Manual Matching lets you pair these [&hellip;]","og_url":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/","og_site_name":"Synder","article_published_time":"2026-07-06T16:17:15+00:00","article_modified_time":"2026-07-06T16:34:46+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6-1024x551.png"}],"author":"anthony","twitter_card":"summary_large_image","twitter_misc":{"Written by":"anthony","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/","url":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/","name":"How to Use Manual Matching in Transaction Reconciliation - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6-1024x551.png","datePublished":"2026-07-06T16:17:15+00:00","dateModified":"2026-07-06T16:34:46+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/3afbc70be435735be4a4aa8c8c3af7af"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6.png","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/07\/image-6.png","width":3358,"height":1806},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"How to Use Manual Matching in Transaction Reconciliation"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; 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