Import Bank Statement with Automatic Matching

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Posted on by LB_Pgh

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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?

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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

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