When you pay a bill using FINSYNC's ACH or remote check-cutting service, a pending bank transaction will be created that will automatically be matched when the bank transaction is imported with a cleared date.
If you pay a bill outside of FINSYNC, you'll want to match the payment to the payable (bill) for good record keeping. To perform this process, follow the steps outlined below:
1. Hover over the Banking menu and click the designated account:
2. Located the row of the specific transaction. Hover over the Ellipses (three vertical dots) on the far right of the transaction and click Apply to Payable.
3. You will be redirected away to a table containing all unmatched transactions. You will need to find the correct bill and select it by checking the box in the left column.
Note: If the amount matches perfectly, you'll see $0.00 left next to Match.
4. 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 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 bill.