Reviewing Unmatched Returns
You can review the unmatched returns and select a project to link to from the Project column. The return is not matched to a project if one of the following occur:
- The client has more than one project found. You may want to refine the project filters if this is the case.
- The project link was removed in the Review matches window.
To select a project for a return, do the following:
- Click Manually select projects on the Batch Link summary window.
- Select a project in the Project column to select a project to link to.
- Click OK to return to the summary window when you have completed matching projects to returns, or click Cancel to close without saving any match changes.
Returns where you have selected a matching project are moved to the Review matches window and the summary window is updated.