Bookkeeping
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      1. Nojumi Knowledge Base
      2. Features
      3. Bookkeeping

      Matching transactions within a matter

      You can match the transactions related to a matter with the bank feed right from within the matter

      To match a matter's transactions with the bank feed

      1. Browse the Matter Transactions page
      2. When Nojumi detects a possible match, you would see a notation stating that a record has been found. Go ahead and click on it.

        Transaction Matching-1
      3. Once you click on 1 record found you will see a list of transactions from your bank feed that have been detected as a potential match. Select the transaction and click on Match.

        Transaction Matching-2
      4. Once the transaction is matched with the bank feed, it will show in white with a green checkmark next to it, indicating that the transaction has been matched.