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Match Bank Data
We have our system set up to automatically import the previous day’s banking transactions each morning around 8:00 AM. We then match the bank data to transactions. It is typically a process that rarely needs attention – until this morning. The BAI bank transactions were imported this morning but are not showing up in the Match Bank Data.
I did a manual import – which also showed successful – and the email I received from NS showed that 75 transactions were imported. However, still no transactions to match. I’ve since deleted this import.
I’ve double checked the bank account to ensure that the Use Match Bank Data and Reconcile Account Statement Pages is on.
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