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Bank Recon: match statuses and colours

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 8 months ago

Draft

Item has been provisionally matched to one or more statements. The draft needs to be accepted.

Requested

Requested from the provider. Records the date and time of the last time this item was requested, which can be viewed when you add the "requested".

Excluded

Not part of the Bank Recon, as a user has excluded it manually.

Unmatched

Still to be matched to commission statement(s).

Matched

These items have been matched to a commission statement(s).

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