Match Bank Data more easily

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Tanya_10585247
Tanya_10585247 Member Posts: 9

To match bank data we need to ensure the supplier we use matches the bank statement description. E.g. When doing bank transfers there is no supplier section unless you go into the register and add it which takes more time. Instead to solve this and also transactions in make deposits can Reckon match data by the memo as well for entries that don't have an assigned supplier etc?

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  • Reeta
    Reeta Reckon Staff Posts: 89 Reckon Staff
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    Hi Tanya_10585247,

    Thank you for your query.

    Unfortunately, Reckon does not support matching transactions by memo.

    To assist you in matching transactions more efficiently, I have attached an article below that provides detailed instructions. Additionally, you can create rules for recurring transactions, which will expedite the matching process.

    -TRANSACTION MATCHING

    -CREATING RULES

    I hope you find this information helpful.

    Kind regards,

    Reeta