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How Do I Match Bills with Bank Transactions

Bank Accounts in Sumung let you reconcile recorded payments against your actual bank activity. Go to Bank Accounts in the main sidebar.

Steps

  1. Go to Bank Accounts in the main sidebar.
  2. Find the transaction corresponding to a bill payment.
  3. Match or link it to the recorded payment on the bill.
  4. Repeat for receipts under Pay & Expenses → Receipts, using the "Linked to Transactions" tools there.

Related Articles

  • How Do I Record a Payment for a Bill?
  • How Do I Link a Receipt to a Customer or Bill?
  • What Is the End-to-End Purchase Workflow in Sumung?

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