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Bank Recon: resolving a draft
Bank Recon: resolving a draft
Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 2 months ago

My bank transaction or commission statement didn't match properly and is now in Draft status.

What happened?

You've created a match but haven't confirmed the match, and now your bank transaction reflects as "Draft":

How do I resolve it?

Step 1: Navigate to "Matched":

You will see your "Draft" item here, incomplete without either a banked date, or a statement date, as it hasn't been matched to a similar item.

Choose what you would like to do:

Option 1: delete the item

To delete your daft, simply click on the dustbin next to the item.

Your bank transaction, by Match, will now be "Unmatched" again, ready for you to start your match again:

Option 2: click on the draft button to accept it

This item will now be accepted, and display as "matched" in your 'Match' tab.

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