Matching Transactions with the Bank Feed

Nojumi allows you to connect to your bank and match your transactions with the bank feed

There are several ways to match transactions with the bank feed. 

The Matching Page

The matching page is the strongest tool at your disposal for reconciling transactions. Every bank account added to Nojumi has its own matching page. The matching page is predominantly used by the firm's bookkeepers and anyone who may be responsible for reconciling the accounts. 

Matching within a Matter

Transactions can also be matched with the bank feed right from within the matter. This method is to be used by the matter managers and the law firm staff who work on preparing the trust ledger for the matter. 

Matching on the Expected Funds Page

You can also match expected transactions wtih the bank feed on the Accounting -> Incoming Funds -> Expected Funds page. 

Matching on the Received Funds Page

You can also match expected transactions with the bank feed on the Accounting -> Incoming Funds -> Received Funds page.