Forum Discussion
I know how to match bank transactions. There is no option at all that comes up when I select match transaction.
Hi CCR2025,
No worries, thanks for clearing that up. It’s pretty odd when transactions don’t line up with your bank feeds. If you’re not seeing possible matches pop up, sometimes the pay runs could be hitting a different payment method than the account you’ve hooked up to your bank feed. Worth having a quick look at what payment method each employee’s set to, then double-checking that the linked account matches your bank account.
Also, if you get onto reconciliation before you match your bank feeds with your transactions, it can stop the transaction from showing up in the bank transactions window. Best to make sure any transactions you haven’t matched yet aren’t already reconciled or ticked off in the Reconcile Accounts tab.
Regards,
Genreve
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