Automatic Invoice/Bill Matching

If KITT finds an invoice/bill and transaction it thinks are a match, they will be outlined and have a checkbox for you to quickly confirm that they are a match. If they are not a match you can click Edit to bring up the normal view of all possible matches.

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An example of a possible match detected by KITT.

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The regular match view can be brought up if the automatic match is incorrect.

If the automatic match is correct, simply click on the checkbox to match the transction and invoice/bill.

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Approving an automatic match.

See Reconciling Transactions for other types of transaction matching.