Match bank lines to invoices and bills
Reconciling, creating a bill from a withdrawal, and undoing.
- Press Match on a line. Deposits are offered your unpaid invoices, withdrawals your outstanding bills, closest amount first, with exact matches flagged. Matching marks the document Paid.
- A withdrawal with no bill behind it: Create bill from the line — pick a vendor and category and it is created, categorised and matched in one step.
- A line that is not business can be set aside. Unmatch releases a line matched to the wrong document.
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