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Bank reconciliation
Match your bank credit transactions with invoices to track payments automatically
- Open Transactions — This is where your imported bank transactions are listed
- Start Reconciliation — The system will suggest invoice matches for each credit
- Review Suggestions — Each transaction shows a confidence percentage for the best match
- Withholding Badge — This badge shows the withholding tax rate applied to the payment
- Confirm Match — This creates a payment record and links it to the invoice
- Skip Rule — You can always create rules later from the settings
- Transaction Reconciled — Reconciled transactions disappear, leaving only unmatched ones
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