Bank Feeds - Confirm Matches
Description
Cause
Resolution

When the value of your Sage and Bank feed transactions matches, the program moves your confirmed transactions to the Confirmed tab. 

Unmatch confirmed transactions

If a confirmed match is incorrect, you can unmatch it:

  1. Select the relevant transaction row.
  2. Choose Unmatch selection.

The transactions will return to the Auto-matched or To be matched tab, depending on which tab they originally came from.


Saving confirmed matches 

Once you're happy all confirmed matches are correct, you can either:

  1. Select Save and close if you aren't ready to reconcile your bank account. 
  2. Choose Save and continue to reconcile if you're ready to reconcile. 

Either option will complete the process of matching your transactions and create the relevant link between them.

TIP:

If you select Save and close, go to Bank accounts, then Reconcile and your transactions will be in the matched section.

 


Next steps

Once you've confirmed all matches, the program posts the transactions to your accounts and you can Reconcile your bank account.

 

Steps to duplicate
Related Solutions