Match bank activity with your business records.
Review transactions to identify matches and items that still need checking.
Check that the records line up
Bank transactions and recorded payments need comparing to build a consistent financial picture.
- 01
Gather transactions
Use bank data available in your configuration.
- 02
Review matches
Compare transactions with the relevant business records.
- 03
Investigate differences
Identify items that need further checks.
What you can do
Gather transactions
Use bank data available in your configuration.
Review matches
Compare transactions with the relevant business records.
Investigate differences
Identify items that need further checks.
In practice
At the end of a period, review transactions and find corresponding payments before preparing accounting information.
Explore next
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Keep track of invoices and payments.
Accounting
Get your accounting information in order.
Finance and invoicing
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