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Matching issues

After each matching pass, Matching issues lists what needs a decision, each with a count and a link that filters the review list:

• Needs action: payments with no payer name, payers not on your list, payers who could be several people, account numbers that fail the check digit.
• Check: amounts that fit no scheduled charge, possible duplicates, returned items, payer names that differ from your contacts, memos naming someone not on your list, people with charges due and no payment yet.
• Info: new payers, payers worth a rule, large gifts to acknowledge, and so on by type.

The findings are computed from your data; with AI on, the AI words a short overview and ranks them, and any number it states is checked against ours. One-click actions (create a rule, add a payer name, add a person) always take a Staff member's click. Dismiss hides a finding for that upload.