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Matching a bank feed to multiple transactions

Bank feeds contain your bank account transactions. This means individual deposits and withdrawals come through in the bank feed as individual transactions. But sometimes a bank transaction relates to multiple customer, supplier and employee payments in AccountRight.

To speed things up and make auto-matching bank feeds a breeze, you can use AccountRight's handy payment grouping features to match grouped transactions in your bank feed:

  • The electronic payments feature lets you group supplier or employee payments into a single transaction.

  • The bank deposit feature lets you group customer payments.

Let's take you through these processes.

 

If you don't use the electronic payment or bank deposit features, and a bank feed transaction relates to multiple AccountRight transactions, you'll need to hide the bank feed transaction then manually reconcile the AccountRight transactions.