You are here: Ajera Help (A-Z) > bank feed connection > Viewing and Matching Bank Feed Items in the Bank Register
|
|||||||||||||
Viewing and Matching Bank Feed Items in the Bank RegisterBefore matching bank feed items in the bank register, you can review the imported items. When you are ready to match items, the bank feed items are matched using the following logic:
To view and match bank feed items in the bank register
This opens a window called Bank Feed Detail List with bank feed transactions for viewing and matching purposes.
This will match any unmatched bank feed transactions with bank entries on the current statement that have not been matched. When a bank feed item is matched to a bank entry on a statement, the entry will automatically be marked as cleared and reconciled. It will only be marked as cleared if it is part of the statement.
|
© 2023 Deltek Inc. All rights reserved. |