Everything you need to know about Bank Reconciliation using AI Auto Matching
Set up Bank Feeds, import or download bank statements, use AI for transaction matching
14 articles
Next Generation - Accept, Reject and undo Reconciliation on the Bank Reconciliation screen
Next Generation - Access the new Bank Reconciliation
Next Generation - Clear existing statement import for bank accounts
Next Generation - Create missing cash book transactions directly from the Bank Reconciliation screen
Next Generation - Delete bank statement lines or transactions for Plaid integration
Next Generation - Delete no longer needed or imported in error bank statements from the Bank Reconciliation screen
Next Generation - Download bank statements using the Bank Feeds connection
Next Generation - General explanation on how the AI assisted Bank Reconciliation works
Next Generation - Reset the Plaid connection for a bank type account
Next Generation - Set up the Bank Feeds for a bank type nominal account
Next Generation - The new Bank Reconciliation screen
Next Generation - Work on a single downloaded statement in progress
Next Generation - Work on multiple imported bank statements
Next Generation - Importing a bank statement using the Import Statements function in Bank Reconciliation