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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​

  1. Click Payments in the sidebar
  2. Click Payment Suggestions tab
  3. Or click the notification badge (shows pending count)

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​

High Confidence (Green)​

  • Very likely a correct match
  • Usually 90%+ score
  • Safe to confirm quickly

Medium Confidence (Yellow)​

  • Probable match, verify before confirming
  • Usually 70-89% score
  • Check amount and tenant

Low Confidence (Red)​

  • 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 High
  2. All 90%+ suggestions confirmed
  3. Review results

Reject Multiple​

  1. Check boxes next to transactions
  2. Click Reject Selected
  3. Confirm

Filters​

Filter the suggestions list:

  • Confidence: High, Medium, Low, All
  • Date Range: Last 7 days, 30 days, etc.
  • Amount Range: Min to max

Notifications​

You'll be notified of new suggestions:

  • Badge on Payments menu item
  • Dashboard notification
  • Optional email digest (Settings)

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