Every bank account has a matching page. The matching page is a great tool for matching transactions with the bank feed.
To access the matching page of the bank account
- On the sidebar, under Accounting, click on Bank Accounts and select the Bank Account of interest
- Click on the Matching tab to browse the matching page of the bank account. The matching page contains two tables shown side by side. The table to the left contains all transactions added to Nojumi by the users of the law firm. The table to the right contains the bank feed transactions. The transactions shown in green are ones that Nojumi has been able to find a match for. To approve the match, select a transaction on the left and a transaction on the right and click on the Match button.
- Continue this process until all transactions are matched. Note that matches do not need to be one-to-one matches. As an example, you can match a single Nojumi transaction with multiple bank feed transactions or match a single bank feed transaction with multiple Nojumi transactions. You can also match multiple Nojumi transactions with multiple bank feed transactions.