This article references the New Bank Activity Experience which was enabled for all customers in October 2025.
Learn more about the Bank Activity update.
When more than one potential match exists for a transaction in bank activity, the system will not auto-match to an R365 transaction. Transactions with multiple matches show ‘Potential matches found’ in the Potential Matches column. Details are displayed in the Matching panel of bank activity.
Reasons for multiple potential matches include:
The same amount appears in more than one R365 transaction.
The same amount appears in more than one bank activity record.
Both batch and single payments exist for similar amounts or dates.
Filter for Potential Matches
To view only bank activity with multiple potential matches on the Bank Activity page, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Select Bank Activity.
The unmatched view is displayed by default.
2) Select the desired Bank Account.
3) In the Potential Matches column, select search.
4) Select Potential matches found.
View Potential Matches for One Transaction
To view potential matches for one bank activity transaction, follow these steps:
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Select Bank Activity.
The unmatched view is displayed by default.
2) Select the desired Bank Account.
3) Click Potential matches found in the desired bank activity row.
4) The R365 transactions are listed in the matching panel.
Potential matches will be listed in date order.
Match Bank Activity to R365 Transactions
To match bank activity to an R365 transaction when multiple potential matches are available, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Select Bank Activity.
The unmatched view is displayed by default.
2) Select the desired Bank Account.
3) Click Potential matches found in the desired bank activity row.
4) In the matching panel, select the checkbox for the existing R365 transaction to match the bank activity to.
Potential matches are listed in date order.
If a bank transaction matches both a batch and a single payment, the single payment displays a warning: “Possible match in a payment batch.”
5) Click Review.
6) Enter a comment. (Optional)
Comments entered will be added to the associated transaction record.
7) Click Match.
Choose Match and add bank rule to add a creation bank rule and match the transaction. New rules can be reviewed in the Rule Vault.
