What you will learn
How bank activity moves into Finance, how matching keeps the books clean, and why reconciliation is the bridge between cash movement and reporting.
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Finance guide
Banking and reconciliation
How bank activity moves into Finance, how matching keeps the books clean, and why reconciliation is the bridge between cash movement and reporting.
Try this first
Review one bank transaction, match it to the right invoice, bill, or transfer, then check that the dashboard reflects the update.
Where it shows up
Finance banking, cash position, receivables, payables, and management reports.
Practice checklist
Practice the workflow.
Open the Finance product and find the related workspace or menu area.
Complete the first example with one customer, employee, campaign, job, plan, or client.
Check the result in the matching report, dashboard, export, or support view.
Next step