New "Bank Transactions" Screen - Three "Match" Functions
under review
D
Dawn Scranton
The newest "Bank Transactions" screen now includes three options to "match":
- left "Match" option (blue/green box) - allows you to review or select from the ai agents suggested matches
- middle "Match" option (toggle-box) - allows you to "search" for a match
- right "match" (link) - allows you to "confirm" and/or "accept" a match
We need better terms/language - obviously using the same word (Match)
for three distinctly different functions is confusing.
Allow me to provide some examples:
- "PICK" -or- "SUGGESTED" -or- "REVIEW" - to review the ai agents suggested matches
- "SEARCH" -or- "FIND" - to search for a match
- "ACCEPT" -or- "CONFIRM" -or- "VALIDATE" - to accept/validate a match
The status was updated to
under review