How to search for a match

Finding a Match

• If we can't find a match or if the proposed match isn't correct, click on Find to search for the correct activity.  

• Once on Find Screen, search for the activity associated with your card transaction.  You have a number of filters available that will be helpful in your search.

• Select the rows that relate your card transactions.  (Note:  You may need to select more than one line of activity to match the card transaction value.)  
• Verify the total amount you selected (upper left corner) matches the card transactions amount (upper right corner).   
• Select Match in the lower right hand corner.
• Once you've matched the activity to the banking transaction, the transaction will be automatically moved to the Matched tab.

If the total activity value does not match the transaction value, you will be given an option to create an adjustment.  To apply, click on the check box and the Match button will activate.