Hoping someone familiar with Bank Statement Processing in Kinetic can explain how to deal with suggested matches as I do not believe it is supposed to work this way.
When on a matched or not matched line the remaining unmatched transactions are visible below for selection. When you go to a suggested match line the remaining unmatched transactions disappear there is nothing to select from. You can select and deselect the view matched tick box but nothing shows. The only way to bring back the remaining unmatched transactions is to change the status of the line from suggested match to not matched.
IDK how much help it is but from what we found if you filter the Statement Lines to Suggest Matches and then select a line and click the retrieve button it will pull over all of the suggest lines into the Unmatched Transactions area. Then you can match that one line to the “Suggest Lines” in the Unmatched Documents area. You will have to reselect retrieve for every line that you match and it won’t pull over the record that Epicor is actually suggesting just all of the records that are suggested.
Thanks for the suggestion I will take a look at this method this month however if you have to select retrieve for every suggestion then it may be just as quick to change their status to not matched.
