What should I choose after clicking on Match?

When you click on Match, you begin the process by deciding what the transaction relates to. For example an invoice, a transfer or a previously posted transaction. You can also choose Purchase with receipt, Other withdrawal or Other deposit if the transaction is one of these.

If you select Purchase with receipt, you register your receipt and fill in any information about the supplier.

If you choose Other withdrawal or Other deposit, the most common accounting entries will be suggested. If none of the suggestions is suitable, you can select Own selection of ledger account and enter the transaction yourself.

It is possible to unmatch a matched bank transaction, read more in the topic Unmatch bank transaction.