[BCB:295:UKI - New Bank Feeds:ECB]

Criteria to match transactions

Bank feed transactions are automatched if they meet the following conditions:

• Are dated within 4 days of the Sage bank transaction (4 days before or after)
• Are of the same amount as the Sage bank transaction
• Is the same type of transaction (Money in, money out etc.)

Confirming transactions

If you're happy with all of the auto-matched transactions, simply click Confirm all. Or, if have selected certain matches you can click Confirm selection to confirm those. 
Transactions that are confirmed will move to the Confirmed tab to be finalised. Find out more about confirming matches here.

Unmatching transactions

If a suggested match isn't correct, just click the Unmatch option on each transaction:

Unmatched transactions are moved to the To be matched tab where you can manually match them. To learn more about manual matching, see our to be matched tab article. 

Similar Sage transactions

If more than one Sage transaction exists as a possible match, the Similar transactions found option will be shown. Clicking View will show you the possible matches so you can select the right one. 

Next steps

Once all of your auto-matched transactions have been confirmed, click the To be matched tab where you can manually confirm any remaining transactions.

If no transactions remain, click the Confirmed tab to review and finalise the matched transactions. 

[BCB:259:UKI - Personal content block - Anth:ECB]