Bank and matching
Reading the payments screen
Tabs by status, and 'How it was matched' for every payment we found an invoice for.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1Tabs: Missing a document, With a document, Fees, State & salaries, Income, Questions and Internal transfers.
- 2Under 'With a document', the 'How it was matched' column explains it: same amount, a small bill-payment fee difference, one payment for several invoices, or foreign currency by supplier and date.
- 3Salaries, taxes and transfers between your own accounts are set aside — they don’t need an invoice.
Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.