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