Matching Transactions to Bills
Hi Team, I am having trouble with matching bills to my bank transactions. Sometimes when there are a couple of bank transactions for the same bill, I go into match transactions and then all...
Forum Discussion
Hi Lisa (Lisa1231)
Welcome to the Community Forum. There are a few things that the Bank Feeds looks for when you search for a match. If the data is different for some bills and not others, that could account for why it comes up as a match seemingly inconsistently.
Here are some things to check:
- The transaction has the same date and amount as the bank transaction
- The bank account is the same one used on the bill or pay run
- The transaction is not marked off already or reconciled (you can check this by opening Reconcile Accounts and check if it comes up - If it's ticked or not there it will not show as a possible match)
Hope that helps explains how it all works.
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