In these circumstance, you will have already entered a manual transaction to the bank account via the following methods
- Add a manual bank transaction
- Making a manual transfer
- Allocating a payment to a supplier or customer
If you have already add in any of these transaction into Clever Accounts then you should not create a new transaction but match against the one already created/
To create a match, click on Match Entry from the drop down list on the entry you want to match.
A new popup screen will load showing all available matches where the transaction has not been reconciled already.
The best available match for the entry will be highlighted by Clever Accounts.
If you agree to the match, click on the check box next to the transaction and press Reconcile Transactions.