Tagging Matched Transactions

How to Tag Matched Transactions

When manually reconciling matched transactions, users would like to add annotations to matched transactions.

  • > Select the Match button

  • > Select the Save Tag button to add the tag

  • > Name and describe the tag

  • > Select the Save button

  • > The matched transactions will now have Tag Ids on both the cashbook and the bank side

  • > Continue to reconcile the match transactions