Reconciliation of Transactions

Once you have imported transactions from the bank files, you need to reconcile a transaction. There are different ways you are able to perform this depending on the transaction. Reconciling Ezidebit Transactions or Transactions from Forms If you...

The reconcile screen has the ability to reconcile multiple transactions in a single click. This is available on the reconcile screen and it is shown when certain conditions are met. This feature is available when this button is shown after choosin...

When infoodle imports transactions from Xero, there is the possibility to tell infoodle which transactions you wish to reconcile without any further input from the user. This process is called Auto reconcile and is controlled by you. The steps ...

If you have transactions that have been received via Ezidebit, you can reconcile it to the Ezidebit transaction(s). Note: The Ezidebit transaction needs to be taken via an infoodle form for this to work. Here's how...

If you have transactions that have been received via an infoodle form, you can reconcile the transaction to match the form, ie mark it as paid. Note: The transaction will only appear in the contacts profile and in the ...