Reviewing the Project and Return Matches

You can review the return/project matches and remove a project link from a return if necessary. Explain how returns were automatically matched to projects.

To review return/project matches, do the following:

1. Click Review on the Batch Link summary window.
2. Select Do not link in the Project column to remove a project link, if necessary.
3. Click OK to return to the summary window when you have completed reviewing the return/project matches, or click Cancel to close without saving any unlink changes.

Note: If you click OK and have removed any links, those returns are moved to the Unmatched return window and the summary window is updated. See Reviewing Unmatched Returns for more information.