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To perform actions on mismatched transactions, hover over the 3 dots icon in the action column, expand the menu, and select the desired action to complete the workflow efficiently. This flexible set of actions empowers administrators and managers to efficiently manage and resolve mismatched transactions based on specific circumstances.
Mismatched transactions older than 90 days are automatically archived, with the flexibility to customize this period from the action menu in the top corner.
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Additionally, managers have the option to export all mismatched transactions for an account into an Excel file.
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When a user is aliased with one or more email addresses, the associated transactions and user information are moved and listed on the "Mapped" page.
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Admins, account managers, or org managers retain the ability to remove any or all aliases for future transactions, while past transactions remain unaffected. This streamlined process ensures efficient management and organization of mismatched transactions within the platform.