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How do I match to a cheque in My Cheques:- Use “Match To” in the middle box of the bank data screen to:
- MATCH: A cheque number in the left hand box
- TO: Details of a cheque stored on the My Cheques page.
- In the “Match To” area:
- A list of cheques stored in My Cheques will be displayed.
- The correct cheque number should be at the top of the list, but you may need to click on Show All Results for a full list.
- Select the correct cheque number by ticking the box next to it.
- The middle box will update to show the contact stored against the cheque number in My Cheques.
- The right hand box will update as normal. Edit it if you need to.
- Tick to save
- Note that the My Cheques area is not available if the full purchase ledger is activated.
- Use “Match To” in the middle box of the bank data screen to:
- MATCH: A cheque number in the left hand box
- TO: Details of a cheque stored on the My Cheques page.
- In the “Match To” area:
- A list of cheques stored in My Cheques will be displayed.
- The correct cheque number should be at the top of the list, but you may need to click on Show All Results for a full list.
- Select the correct cheque number by ticking the box next to it.
- The middle box will update to show the contact stored against the cheque number in My Cheques.
- The right hand box will update as normal. Edit it if you need to.
- Tick to save
- Note that the My Cheques area is not available if the full purchase ledger is activated.
