Learn About Reconciling Accounts Using Transaction Matching

Once an administrator creates match types (including creating transaction types) and assigns the match types to reconciliations, data can be imported. After the administrator imports transactions and runs auto match, you are then ready to confirm suggested matches, and create manual matches for those transactions that need it.

The matching process involves these key steps:

Watch Learning About Reconciling Accounts Video

Click this link to watch the video:

Reviewing Reconciliations video link