Matching
- Purchase Reconciler Overview
- Matching overview
- How to get started
- How to make matching E-A-S-Y
- Matching a transaction to a purchase order
- Matrix Matching
- How to search for a match
- How to auto match transactions
- How to match a transaction to a payment plan
- How to undo a match
- How to exclude a banking transaction
- How to search for purchasing activity that is already matched or ignored
- How to manually import purchases from your POS
- How to automatically exclude transactions
- How to automatically exclude certain types of POS activity
- How to automatically update the cost in your POS
- How to create a payment plan
- How to undo excluded transactions
- How to automatically mark purchase orders as paid in your POS
- Sub-Account Mapping _ Uploading Accounts