🌐 Web app | 👤 Finance
You can download an overview of unmatched, and therefore, non-exported transactions, using the Finance > Analytics menu. In this menu, select Transactions in the Choose type drop-down menu and select your corporate entity in the Company drop-down menu.
Then, you'll be able to configure various specifying parameters for your data selection and layout, the date range, and the filter criteria. To download unmatched transactions, select only the Not matched status in the Status dropdown menu within the Application of filter criteria subsection.
Then, define your report structure along your informational parameters. For a report structure, our suggested setup is to aggregate information in Rows. The information that may be especially of interest for you to include is the Transaction ID, Original amount, Original currency and Status.
Select Generate report once you're finished. This will generate an overview in the Results subsection, as well as a .xlsx file with your analytics report.
💡 Tip
If you plan to regularly review for unmatched transactions, you can save your analytics settings as a template to apply them for creating later reports by selecting Save as new template.