There are multiple possibilities why a transaction is not matching:
- The transaction does not yet exist in R365, but can be created via bank activity.
- The transaction it should matched to is in a closed period (see Legal Entity record).
- The transaction in the system is not the same amount as what cleared the bank.
- Not matching undeposited funds because you do not have the boxed checked 'Match Undeposited Funds'.
- The date of the transaction in R365 is more than 2 days after the date it cleared the bank