About the Manual Matching Tab
The Manual Matching tab includes the following panes:
- Search Details pane
- Open Receivables/Payables pane
- Bank Settlements pane
- Comments History, which lists notes for the selected bank settlement
- Position Details for the selected open receivable/payable
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Perform Manual Matching
When you perform manual matching, you usually perform the following tasks at a minimum:
- Search for the open receivables/payables and bank settlements you plan to match.
- Select the check box for each row for the open receivables/payables and bank settlements to use for the match,
The open receivables/payables appear in one pane; the bank settlements appear in a separate pane. - Match the open receivables/payables and bank settlements.
The rest of this section describes the tasks you can perform in the Manual Matching tab in detail.
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