Enhanced interface

Match a bank transaction for reconciliation on the Banking cloud tab

Bank transactions appear on the Banking cloud tab when you select Bank transactions or View from the account list. Bank transactions do not appear in Edit mode.

You need Cash Management permissions for Bank transactions - Manual match to manually match transactions from this tab.

Subscription	Cash Management Sage Cloud Services
Regional availability	All regions
User type	Business
Permissions	Account permissions Current accounts: List, View Savings accounts: List, View Credit card accounts: List, View Bank feed permissions Bank transactions: List, View, Manual match

Go to Cash Management > All or Setup > Accounts and select the required account type.
On the account list, select Bank transactions for the appropriate account.

Or

Select More actions > View at the end of the row.

You can only see transactions in View mode; they're not visible in Edit mode.
Go to the Banking cloud tab.
Optionally, filter to view transactions.
Select Match to match transactions for reconciliation.

Learn more about manually matching transactions for reconciliation.
Optionally, to create transactions, from the Action menu select the type of transaction to create.

Go to Cash Management > All or Setup > Accounts and select the required account type.
On the account list, select Bank transactions for the appropriate account.

Alternatively, select View.

You can only see transactions in View mode; they're not visible in Edit mode.
Go to the Banking cloud tab.
You might need to filter to view transactions.
Select Match to match transactions for reconciliation.

Learn more about manually matching transactions for reconciliation.
Optionally, to create transactions, from the Action menu select the type of transaction to create.