Once a statement has been uploaded the transactions in the statement need to be allocated to the correct account. The auto match function will automatically match transactions to the correct accounts where possible, based on the auto matching rules ...
The process to bank statement processing involves the following steps: Step 1 – Upload files Step 2 – Import files Step 3 – Auto matching transactions Step 4 – Manually matching items that did not auto match Step 6– Post the matched transactions Once ...