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Bank reconciliation from transaction list
Click any transaction to open a side panel: linked documents, PDF preview, and reconciliation actions — without leaving the list.
- Transactions page — Each row shows the date, description, amount, and a badge when the transaction is already reconciled.
- Reconciled badge — A green badge means the transaction is fully covered by invoices or expenses. Orange means partial reconciliation.
- Open the detail panel — A panel slides in from the right showing linked documents — invoices or expenses — with their allocated amounts.
- Reconciled documents — Each document is an invoice or expense linked to this transaction. Click a card to preview the PDF.
- Coverage bar — The green bar shows how much of the transaction amount is covered by reconciled documents. Here it is complete.
- Preview a document — The right panel displays the PDF preview of the selected document.
- Unreconciled transaction — Without linked documents, the panel shows an empty state and offers the Reconcile button.
- Start reconciliation — A form appears in the right panel to select the matching invoice or expense.
- Cancel a reconciliation — The link between the transaction and that document is removed. The coverage bar updates immediately.
- Close the panel — The list returns to its full width — you can select another transaction.