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DarylK's avatar
DarylK
Experienced User
5 years ago
Solved

I made two partial payments for one purchase, how do I match in Bank Feeds?

Two withdrawals appear in my Bank Feed statment, how do I apply them to the one purchase?
Should I have made two purchases?

  • Hi DarylK 

     

    In order to match two bank statement transactions against one purchase in the system, we would suggest going to Banking>>Reconcile Accounts and selecting the purchase, then hiding the bank statement transactions by going to Banking>>Bankfeeds>>Right clicking on the relevant transaction and choosing Hide transaction.

     

    This process would reconcile the transactions correctly. Let me know should you have further questions.

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  • Hi DarylK 

     

    In order to match two bank statement transactions against one purchase in the system, we would suggest going to Banking>>Reconcile Accounts and selecting the purchase, then hiding the bank statement transactions by going to Banking>>Bankfeeds>>Right clicking on the relevant transaction and choosing Hide transaction.

     

    This process would reconcile the transactions correctly. Let me know should you have further questions.

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