Cash management

Create a reconciliation match sequence report

Last release, we introduced match sequences to bring visibility into your bank and credit card reconciliation matches. Now, you can generate a custom report to see which Sage Intacct transactions matched to which bank transactions.

Requirements

Subscription

Interactive Custom Report Writer

Interactive Visual Explorer

Regional availability

All regions

Permissions

ICRW and IVE: Run, View, List, Add, Edit, Delete

Dependencies or other requirements Access to data in the report or visual board you're running