Review and confirm a match

Reconciliation happens on the Invoices page. Where SignSolid has found a likely bank transaction for an invoice, it shows the suggestion on that invoice.

Steps

1. Open Invoices in the sidebar.
2. Find an invoice with a suggested bank match. The suggestion shows the transaction details and how confident SignSolid is.
3. Choose Accept to confirm, or Reject if it is wrong.
4. For an invoice with no suggestion, open its row actions and choose Find transaction to search the feed and pick the right one.

The result

Confirmed invoices are linked to their bank transaction and your reconciliation stays current. Every accept and reject makes the matching better.

Troubleshooting

• You confirmed the wrong one. Open the transaction, unlink it, then make the correct match.
• One payment covers several invoices. Match the transaction to each invoice in turn. The totals should add up to the transaction amount.
• It was a part payment. Link the transaction to its invoice. SignSolid tracks the remaining balance and watches for the rest.
• An invoice is paid but has no transaction. Check the payment came from a connected account. Cash and cards outside connected accounts will not appear.