If no clear assignment between an open item and a payment is possible, i.e. no green-marked 1:1 relationship is shown in the "Suggestion" filter, the manual search is used.
The manual search offers two columns:
Left side: All open items
Right side: All transactions already in the system
Both sides can be searched and filtered separately, e.g. by amount, date or description.
The aim is to select suitable combinations yourself when:
an open item was not matched automatically
several transactions belong to one item (e.g. installment payments)
one transaction has to be split across several items (e.g. bulk transfer)
How to match
Check the box for the open item (left)
Check the box for the matching transaction or several transactions (right)
Click the link icon (chain icon) in the middle
→ The matching is carried out
