How do I draft, match, ignore or void a bank transaction?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Transactions (posting and voiding a posted entry need Approve & Post Transactions; matching needs Edit Transactions).
Where to find it
Bank Feed Review → a card and its ⋮ menu.
Steps
- Save & create draft, then Post draft later.
- Accept match when Kera shows "Matches existing entry", or ⋮ → Find matching entries to pick one yourself. Unmatch reverses it.
- ⋮ → Ignore to hide a row you won't record; Un-ignore brings it back.
- ⋮ → Void entry (posted) or Void draft to reverse what the row created.
What happens next
Matching links the bank row to an entry you already recorded, without creating a new one, so nothing is counted twice. A voided row goes back to unposted.
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