How to make an automatic reconciliation?

Left Navigation Bar > Banking > Accounts > Select Account

When you select a transaction, Sequence automatically detects the transactions made in the software that match the bank transactions and suggests them for automatic reconciliation. You can select one or more transactions to match, as well as add an additional transaction to balance the total.

To perform an automatic reconciliation, follow the steps below:

1. Click on the corresponding account.
   
2. Select "All transactions" to view the transactions to be reconciled.
   
3. Click on the transaction to reconcile.
   
4. If the document is not found, modify Sequence's default filters.
   
5. Select the documents you wish to reconcile.
   
6. If you do not want to reconcile the full amount of an invoice, click "Enable partial payments."
7. Click "Change" to modify the amount.
   
8. Edit the amount and click "Validate."
   
9. If you need to add another transaction to complete the amount, click "Create additional transaction."
   
10. Fill in the corresponding fields.
    
11. Once the fields are completed, validate the transaction.
    
12. If you do not wish to add more transactions, click "Validate" to finalize the reconciliation.