Bank Feeds - Create Transactions
Description
Cause
Resolution

To create a transaction from a Bank feed transaction:

  1. Locate the transaction in your list of Bank transactions in the Bank feed, and select Create.
  2. Select the type of transaction and choose Create transaction.
    The 'Create transaction window with a list of transaction types to choose from.

    TIP:

    We'll suggest the correct transaction type based on the Bank Feed transaction information.

     

     
  3. Complete the relevant transaction information and click Save to finish.
  4. After matching the transaction, click the Confirmed tab to review and save the confirmed transactions.

For more information on confirming transactions, read our Confirm Matches article. 

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