Matching Existing Invoices/Bills

When you first click Allocate to begin reconciling a transaction, you will see the Match view by default.

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The Match view. To keep it simple for this tutorial there is only one bill in the list of possible matches.

If the correct invoice/bill is in the list of possible matches, tick the box next to it and click Match in the bottom right corner.

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Selecting a bill to match.

See Reconciling Transactions for other types of transaction matching.