Match Transactions Dialog Box
Use the Match Transactions dialog box to match posted bank records in Vision with a transaction that has been imported into Vision.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- On the Bank Statement Selection dialog box, select the statement that you want to reconcile.
- Click the Import tab on the Bank Statement Reconciliation form.
- In the Imported Records grid, select an imported transaction and click Match Detail on the grid toolbar.
If the reconciliation is closed, the
Match Detail option is not available. However, you can reopen the reconciliation if you need to display the detailed information.