Transaction Matching
Transaction Matching
Easily match imported transactions from your Checking, Savings and Credit Card accounts with existing Renter Insight Transactions.
Renter Insight will automatically match deposits that were deposited to your accounts by Renter Insights payment processor.
You will need to review and confirm the matched transactions.
Transaction Matching
- From the Accounting Menu, select Bank Transactions.
- Choose the account you wish to Review and Categorize transactions for
Auto Matching
- Renter Insight will Automatically Match Deposits that were from Renter Insight
- You can Review and confirm one transaction match, or multiple matches by checking each transaction and clicking Review
- Confirm Match, or choose another option