How to Tag Matched Transactions
When manually reconciling matched transactions, users would like to add annotations to matched transactions.
- > Select the matched transactions by ticking their checkboxes on the cashbook and bank side
- > 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
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