How to Match Bank Movements with Invoices?
The invoice matching process can be conducted from two locations:
A) From the Bank Movements Section
Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option.
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Click on “link” to connect the movement with the invoice.
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If everything is correct, you'll receive a confirmation message at the bottom of the screen indicating that the transaction has been successfully linked.
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B)From the Invoice Screen
Alternatively, you can link the invoice with the bank movement from the invoice menu (sales or purchase section):
Choose the corresponding invoice, which will be labeled as "unmatched."
Click on "link" and ensure it corresponds to the correct month (displayed on the far right).
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Locate the corresponding bank movement and select "match."
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You'll now see the status updated to "matched by you."
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A) From the Bank Movements Section
Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option.
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Click on “link” to connect the movement with the invoice.
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If everything is correct, you'll receive a confirmation message at the bottom of the screen indicating that the transaction has been successfully linked.
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B)From the Invoice Screen
Alternatively, you can link the invoice with the bank movement from the invoice menu (sales or purchase section):
Choose the corresponding invoice, which will be labeled as "unmatched."
Click on "link" and ensure it corresponds to the correct month (displayed on the far right).

Locate the corresponding bank movement and select "match."
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You'll now see the status updated to "matched by you."
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Updated on: 21/02/2024
Thank you!