Amol Loya
05/09/2025, 3:54 PMCeligo AI
05/09/2025, 3:54 PMAI generated answer (using internal Slack threads):To clear out past account transactions in native Match Bank Data if they were already matched and reconciled in a 3rd party software, you would need to delete the reconciled statement and then go to the 'Reconcile Account Statement' > 'Review Tab'. From there, you can unmatch the transactions. Here are the steps: 1. Navigate to the 'Reconcile Account Statement' page. 2. Go to the 'Review Tab'. 3. Find the transactions that were matched and reconciled in the 3rd party software. 4. Click on the 'Unmatch' button to unmatch the transactions. 5. After unmatching the transactions, delete the reconciled statement. Please note that this process will only work for transactions that have not been finalized. If the transactions have been finalized, you may not be able to unmatch them. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
05/09/2025, 3:54 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844980419
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837936282
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833212
Celigo AI
05/09/2025, 3:54 PM