Suggested Transaction Matching in Neat

Please Note: You must be on an active Neat (Yearly) or Neat (Monthly) subscription in order to take advantage of the features in this article.

Check out the below lists of FAQs and How-Tos to learn all about transaction matching in Neat!

Transaction Matching How-Tos

Transaction Matching FAQs


How do I match a transaction?

  1. Open a transaction.

    Neat will suggest matches to you based on documents in your database that match the transaction date and amount. If there is more than one potential match, then you can click through the possible matches until you locate the correct document to match. You can see details about each item listed under the suggested match including the vendor, date, amount, and folder the document is stored in.

    If none of Neat's suggested matches fit the transaction you have, then you can manually search for a document in your cabinet or attach an image to the transaction.
    Suggested Match Example
  2. Once you have located the document you want to match to your transaction, click Select.
  3. Your document will then be matched to your transaction. Click Save in the transaction view to save your match.
  4. When you open that transaction you will see the matched document in the image viewer of the transaction. Below the image, you will see where the document is located in your file cabinet.
Please Note: There is no logic put in place to support which item type will be presented in which order. Also, items located in a sub-folder(s) in the trash may still show up as a suggested match.

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