This article looks at matching transactions with the bank reconciliation feature. This feature allows for accurate matching and allows users to look for other transactions from one screen very easily.
Step 1: Got to Financials > Bank Accounts
Step 2: On the relevant bank account select ‘Start Reconciliation’.
Step 3: On the left will be the Imported Statements. On the right will be the available Arthur transactions with the following information:
For example, the relation will show a dialogue screen giving more info on where the transaction sits.
Step 4: If it’s a match, then click match. This will pay off the charge and create a receipt on their statement.
Step 5: If it’s not a match then there is the option to:
Choosing suggested matches will take you to a further screen – Possible Matches panel
Search for further transactions
Step 8: Once you have found the correct transaction then press Select > Match.
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