Match A Bank Transaction

Use this page when a bank transaction should be matched to an existing accounting record.

Select A Match Candidate

Select the transaction row and choose Match when Wesley finds or you identify an existing record.

Transaction bulk action bar with match-related controls

Confirm the candidate record, amount, date, and account before applying the match.

Match selected transaction modal with real suggested match

Matched transactions should not remain in pending review as ordinary uncoded activity.

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