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