Accounting - Accounts & Transactions – Match

You can get to the Transaction Match page by taking the following path:

  • Accounting > Accounts > Transactions
    • From here, click the transaction that you would like to match
      • Doing this will bring up the right-hand side menu
        • Select the "Match" option

Please note that you can only use the Match functionality if the transaction in question has not been previously matched. 

Clicking this “Match” option will take you to a separate page where you will see all unpaid customer or vendor invoices (depending on if the transaction in question was incoming or outgoing). From there, you will be able to select the appropriate invoice(s) to apply this transaction against, and generally categorize the remaining transaction amount when applicable.


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