The below article outlines the best practices for handling AR & AP items that are occurring outside of FINSYNC.
If you pay a bill outside of FINSYNC or receive payment for an invoice outside of FINSYNC you'll want to match the payment to the AR/AP item for good record keeping. To perform this process, follow the steps outlined below:
Invoices - After Depositing the Payment (Cash or Check)
1. Click Banking from the top menu.
2. Select the correct bank account from the left-hand list of your accounts. If you only have one account synced, you can skip this step (FINSYNC automatically selects the account if only one exists).
3. Find the transaction for the deposit and mouse over the ellipses on the far right to see the transaction menu options and click Apply to Receivable.
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4. You will be redirected to a list containing all unpaid invoices (AR items). You will need to find the correct Invoice(s) and select by checking the empty check box on the left.
Note: If the amount matches perfectly, you'll see $0.00 left next to Match.
5. When you have ensured that the proper transaction has been selected, click Match. After doing so you will automatically be taken back to the banking page. The general ledger account for that transaction will now be designated as a Receivable. Clicking on that transaction will expand it to show the matching Invoice Number. You can click the red 
icon to un-match the transaction if you picked the wrong item.
Bills - After Submitting Payment Outside of FINSYNC
1. Click Banking from the top menu.
2. Select the correct bank account from the left-hand list of your accounts. If you only have one account synced, you can skip this step (FINSYNC automatically selects the account if only one exists).
3. Find the transaction for the deposit and mouse over the ellipses on the far right to see the transaction menu options and click Apply to Payable.
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4. You will be redirected to a list containing all unpaid bills (AP items). You will need to find the correct Bill(s) and select by checking the empty check box on the left.
Note: If the amount matches perfectly, you'll see $0.00 left next to Match.
5. When you have ensured that the correct bill has been selected, click Match. After doing so you will automatically be taken back to the banking page. The general ledger account for that transaction will now be designated as a Payable. Clicking on that transaction will expand it to show the matching Bill Number. You can click the red icon to un-match the transaction if you picked the wrong item.
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