Banking
Match payments and receipts
In Matching you work through everything still open in a period, one item after the other. It is the fastest way to a complete month – no searching required.
Updated 2 Nov 2026
A period can only be closed once every payment has its receipt and every receipt its payment. Matching is the queue for exactly that: you always see one item, decide, and move on to the next automatically.
How to match
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1
Open Matching
Open “Accounting” → “Matching” – or, on the overview, click “Payments without a receipt” or “Receipts without a payment” under “To do”. -
2
Pick a queue
In the top right you switch between “Payments” (payments without a receipt), “Receipts” (receipts without a payment) and “Check” (unchecked documents). The number beside each shows how many items are waiting. -
3
Tick the matching document
Under “Suggestions” Nori lists the most likely counterparts with a match score. Tick the right document – several if needed – or narrow the list by search, document type, date range or amount. -
4
Match and move on
Click “Match documents”. The item moves to “Done” and the next open item appears.
No receipt yet?
If the receipt is not in Nori yet, drop the file straight onto “Drop the receipt for this payment here” or pick it with “Choose file”. Nori reads amount, date and supplier via OCR and matches the receipt to this payment. Under “Drop other receipts here” you can upload several receipts at once without matching them right away.
If a payment needs no receipt at all – bank fees or a transfer between your own accounts, for instance – click “No receipt needed”. For a receipt with no bank payment, choose “No payment expected / paid outside the bank”. These items land under “Excluded”, and “Restore” brings them back at any time.
Unchecked documents
In the “Check” queue you confirm what a document says and how it is coded. “Check and next” accepts the document and jumps to the next one. “Show document” opens the original alongside.
Faster with the keyboard: J and K or the arrow keys step through the items, the space bar ticks a suggestion, Enter matches and / jumps to the search. Once a queue is empty, “On to the close” takes you back to the overview.
Matching straight from a bank transaction is described in Match receipts to a transaction.
Still stuck?
Contact support