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Tag: Matching

How do I sort out a creditor or debtor where matching is imbalanced?

We have added some great functionality to help you sort out accounts that have been incorrectly matched. Step 1: Go to the Creditor or Debtor account in question. Step 2: Select the Sales/Purchase and Budget button in the bottom right of the Master File. Step 3: Select ‘Account Transactions’ at the bottom of the page. […]