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Transaction Matching Only

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edited Dec 3, 2020 5:01PM in Account Reconciliation 3 comments

Summary

Conversion to either Balance Comparison or Account Analyis with TM

Content

If I initially set up a Transaction Matching Only process now and later down the road decide to associate transactions with accounts. Can I easily export the historical transactions, add the associated Reconciliation ID and then reload into a new format and profile?  Is there another way to migrate to a reconciliation process from TM Only?

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