Reviewing Automatically Matched Transactions

Transactions posted in HSBC bank accounts are imported daily from 4 AM to 7 AM PST.

To review automatically matched transactions:

1. Go to SuiteBanking > Payment Automation > Dashboard.

2. On the left pane, click Bank Account.

3. Click Match Bank Data.

4. In the Account list, select HSBC Bank Account or HSBC Virtual Card.

5. Click the Review subtab.

For more information, see Bank Data Matching and Reconciliation.

Related Topics

• Statements and Reconciliation
• Matching Bank Data Manually
• Automatic Journal Entry Creation for Auto-Funding Transactions
• Making Adjustments for Virtual Cards Not Paid In Full
• Frequently Asked Questions about Payment Automation

General Notices