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Reviewing suggestions

The Payment Suggestions page shows bank transactions that may be rent payments. Review and confirm them to update your rent ledgers.

Accessing payment suggestions​

There's no "Payments" sidebar item — Payment Suggestions is its own page, reached from Bank Accounts.

The suggestions list​

Each suggestion shows:

ColumnDescription
DateTransaction date
AmountTransaction amount
DescriptionBank memo/description
Suggested MatchProposed tenant/lease
ConfidenceMatch confidence score
ActionsConfirm, Reject, Reassign

Understanding confidence​

Perfect Match (green)​

  • Very likely a correct match
  • 85%+ score
  • Safe to confirm quickly (auto-match, if enabled, only fires at 90%+)

High Match (yellow)​

  • Probable match, verify before confirming
  • 70-84% score
  • Check amount and tenant

Review Needed (gray)​

  • Uncertain match
  • Below 70% score
  • Manual review required

Actions​

Confirm​

Accept the suggested match:

  1. Click Confirm
  2. Payment is recorded to the lease
  3. Rent ledger updated
  4. Suggestion removed from list

Reject​

Transaction is not a rent payment:

  1. Click Reject
  2. Optionally add a reason
  3. Transaction is ignored
  4. Won't be suggested again

Use for:

  • Personal deposits
  • Other income (not rent)
  • Transfers between accounts

Reassign​

Match to a different lease:

  1. Click Reassign
  2. Select the correct lease from dropdown
  3. Click Save
  4. Payment recorded to selected lease

Use when:

  • AI matched to wrong tenant
  • Tenant paid from different account
  • Amount matches multiple leases

Bulk operations​

Confirm all (high confidence)​

  1. Click Confirm All — this confirms every suggestion at 85%+ (Perfect Match) in one action
  2. Review results

There's no multi-select "Reject Selected" action, no "Rejected" tab, and no restore/undo for a rejected suggestion — rejecting is a per-suggestion, one-way action. There's also no filter panel on this page (no confidence/date-range/amount-range filters) — it's a flat list of pending suggestions.

Tips for efficient review​

  1. Review daily - Small batches are easier
  2. Start with high confidence - Quick wins first
  3. Look at descriptions - Bank memo often has tenant name
  4. Check amounts - Exact rent matches are usually correct
  5. Use history - Past matches inform future ones

Handling unusual situations​

Tenant pays from new account​

  1. First payment may have low confidence
  2. Confirm manually
  3. Future payments from same source match better

Tenant includes extra (late fee)​

If tenant pays rent + extra:

  1. System may not match exactly
  2. Reassign or confirm manually
  3. Record as payment (full amount or split)

Multiple tenants, same amount​

  1. Check bank description for names
  2. Look at payment timing
  3. Manually assign if needed

Best practices​

  1. Don't ignore suggestions - Review within a few days
  2. Teach the AI - Your confirmations improve matching
  3. Keep tenant info current - Names help matching
  4. Use reference numbers - Tell tenants to include unit number

Next steps​

Learn About Bulk Operations