Tagging Matched Transactions

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