--- title: "Multiple Potential Matches in Bank Activity" slug: "multiple-potential-matches-in-bank-activity" description: "Resolve bank activity transactions flagged with multiple potential matches by selecting the correct match in the panel." status: "update" updated: 2026-10-22T22:05:46Z published: 2026-10-22T22:05:46Z canonical: "docs.restaurant365.com/multiple-potential-matches-in-bank-activity" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Multiple Potential Matches in Bank Activity > This article references the [New Bank Activity Experience](/doc/docs/bank-activity-overview) which is being enabled for all customers through January 2026. > > Learn more about the [Bank Activity update](/doc/docs/bank-activity-update-2025). > > See [Legacy Bank Activity documentation](/doc/docs/legacy-bank-activity-1) When more than one potential match exists for a transaction in [bank activity](/doc/docs/bank-activity-overview), 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.](/doc/docs/bank-activity-page#matching-panel) 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QGWBYA2Q.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) --- ## 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**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7ZD6W3U.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) The unmatched view is displayed by default. ****2)** Select the desired **Bank Account**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CRFGBRHK.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****3)** In the **Potential Matches** column, select **search.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JN31LFYK.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****4)** Select **Potential matches found.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-085QFCRG.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) --- ## 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**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7ZD6W3U.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) The unmatched view is displayed by default. ****2)** Select the desired **Bank Account**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CRFGBRHK.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****3)** Click **Potential matches found** in the desired bank activity row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SBURAC9C.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****4)** The R365 transactions are listed in the [matching panel](/doc/docs/bank-activity-page#matching-panel).** > [!NOTE] > Potential matches will be listed in date order. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MYH5P8FE.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) --- ## 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**](/doc/docs/bank-activity-page).** A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7ZD6W3U.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) The unmatched view is displayed by default. ****2)** Select the desired **Bank Account**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CRFGBRHK.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****3)** Click **Potential matches found** in the desired bank activity row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SBURAC9C.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****4)** In the [matching panel](/doc/docs/bank-activity-page#matching-panel), **select** the checkbox for the existing **R365 transaction** to match the bank activity to.** > [!NOTE] > Potential matches are listed in date order. Only **one** **transaction** should be selected to match the bank activity. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MIPGSX5U.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) > If a bank transaction matches both a batch and a single payment, the single payment displays a warning: ‘Possible match in a payment batch.’ > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KB885TF9.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****5)** Click **Review**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1ODXK48I.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****6)** Enter a **comment**. *(Optional)*** Comments entered will be added to the associated transaction record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J4BBX5EV.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ****7)** Click **Match**.** Choose **Match and add bank rule** to add a [creation bank rule](/doc/docs/rule-vault-create-a-rule) and match the transaction. New rules can be reviewed in the [Rule Vault](/doc/docs/rule-vault-page). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-14G16MCI.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A14Z&se=2026-11-10T17%3A58%3A14Z&sr=c&sp=r&sig=UHbSbg2i39gwqDINIFUHll6dv%2ByFMfkZqibkBbYrJFk%3D) ## Related - [Match an R365 Payment in Bank Activity](/match-an-r365-payment-in-bank-activity.md)