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Matching Bank transactions

edited Jun 2, 2025 2:24PM in Accounting / ERP 9 comments

I have found this module to be most frustrating in that its functionality is limiting. Would like to be educated but the suite3answers has NOT been helpful.

We have transactions:-

and the _3 digits at the end tells us the currency.


Want a rule name = braintree and memo contains instant -

Another rule where name = braintree and memo DOES NOT contain instant


I have all these transactions pending generation


but i can't see how you take it to the next level. Get them generated. The instructions talk about a review tab - but that does not exist - there is a Matches to be Submitted - but there is NO button that says submit these transactions. So very lost!

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