Under the "Suggestion" filter, COMMITLY shows all open items for which it has found a matching payment, based on the information entered (name, amount, date, description).
If a clear 1:1 assignment is possible, the link icon appears highlighted in green and can be clicked directly. The item is then matched and no longer counted as "expected" in the forecast.
The comparison is based on the data entered in the open items (name, date, description, amount).
See also the short video here:
If the relationship is not clearly 1:1, the link icon is not yet active (not yet clickable). First, select the relevant transaction:
