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How to Link Transactions to Invoices or Bills in Sumung

Matching a bank transaction to the invoice or bill it relates to keeps your sales and purchase records consistent with your actual bank activity.

Steps

  1. Open the account's Review Transactions tab.
  2. If Sumung suggests a match to an existing invoice payment or bill payment, confirm it under the "Suggested" status.
  3. If no automatic match is offered, use the manual matching option on the line to search for and select the correct invoice or bill.
  4. Confirm the line once it's linked correctly.

Related Articles

  • How to Match Transactions in Sumung
  • How to Manually Match Transactions in Sumung
  • How Automatic Matching Works in Sumung

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