Reviewing matches

FreeReconcile never writes anything to FreeAgent without your approval. Every match goes through your review first.

The review dashboard

When you log in, you'll see a list of pending matches. Each one shows:

• The PDF receipt (you can click to preview it)
• The matched bank transaction from FreeAgent
• The suggested category and VAT treatment
• A confidence indicator

Approving a match

If a match looks right, click Approve. FreeReconcile will:

• Explain the transaction in FreeAgent with the correct category
• Set the right VAT treatment
• Attach the PDF receipt to the transaction
• Add a description based on the invoice details

You can also approve multiple matches at once using Approve all.

Rejecting a match

If a match is wrong, click Reject. The receipt goes back to the unmatched queue. FreeReconcile won't suggest the same match again.

Editing before approving

You can change the category or VAT treatment before approving if FreeReconcile got it slightly wrong. Click on the category or VAT field to edit it.