Colors in the bank import 

Colors show the status of payments. In the case of some colors, you need to take action so that the bank import works correctly. See below.

1. Green: Ready to be saved. 

This means the system can connect a payment with a document or account automatically. Only payments marked as green can be saved.

Actions needed: no actions needed.

2. Yellow: The system found a potential document for the payment but is not 100% sure, you need to verify the details manually.

This means the system found something matching, but still needs to check the details such as the amounts on the documents and payments. More information can be found from mismatches in bank import.

Actions needed: check the details of the payments and documents.

3. Red: Cannot find matching documents, you need to verify manually. 

This means the system cannot find any matching documents or accounts, payments need to be checked by the user.

Actions needed: upload documents manually or connect documents with payments manually.

4. Blue: Archiving ID is missing or the system recognizes a repeat transaction from before. 

A note on the archiving ID: the archiving ID is a line of numbers that banks mark and use to recognize a transaction. The archiving ID is unique for each transaction. 

When a payment is marked as blue, it means that the system is almost sure that the documents match, but still needs confirmation.

Actions needed: review the payments.