265
I have a data exchange format setup for importing a bank statement.
It imports fine but none of the transactions are matched. Is there a parameter or something I can set that will do the matching 'during' the import - am I missing something?
Or, do I have to click Matching and Automatically Match within the Bank Reconciliation screen?
Yes in the Bank Reconciliation you have to click Match Automatically after importing the statement. The import function only imports it doesnt match as well. Its a two step process
#1
André Arnaud de Cal...
294,459
Super User 2025 Season 1
#2
Martin Dráb
233,066
Most Valuable Professional
#3
nmaenpaa
101,158
Moderator
Share
Report
All responses (
Answers (
