Bank Reconciliation > First Steps > Bank Reconciliation Self-guided Tour > Matching sample data automatically
Automated Transaction Matching
You will find yourself back at the Bank Reconciliation main screen. The bank statements and general ledger have been brought into Bank Reconciliation. You will now match them.
Click the Match Records button (Figure 1).
 Figure 1 - Match Records button highlighted |
Bank Reconciliation uses a process called Automated Transaction Matching to match the data. In this process, entries from the bank data are matched against their counterparts in the general ledger. Bank Reconciliation will match the records whether they are deposits, adjustments, checks, withdrawals, or any other type of transaction.
The Manual Matching Screen will be displayed (Figure 2 below).
 Figure 2 - Manual Matching screen |
At this point, the system has performed Automated Transaction Matching.
The left pane in Figure 2 holds unmatched records from the bank statement; the right pane holds unmatched general ledger records.
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