Display the Match Transactions Dialog Box

Display the dialog box from an imported transaction record.

  1. On the Navigation menu, click Cash Management > Bank Reconciliation.
  2. On the Bank Statement Selection dialog box, select the statement that you want to reconcile.
  3. Click the Import tab on the Bank Statement Reconciliation form.
  4. In the Imported Records grid, select an imported transaction and click Match Detail on the grid toolbar. If the reconciliation is closed, this option is not available. However, you can reopen the reconciliation if you need to display the detailed information.
Parent Topic: Match Transactions Dialog Box