Steps
- Open the account's Review Transactions tab.
- For lines under "Suggested," review the automatic match and confirm it if correct.
- For lines under "Needs Attention," use the manual match option to search for and select the related record yourself.
- Accept the line once matched.
Related Articles
- How Automatic Matching Works in Sumung
- How to Manually Match Transactions in Sumung
- How to Link Transactions to Invoices or Bills in Sumung
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