RecXpress Reconciliation WindowRecXpress Reconciliation Window Explained Video

Field

Value

Mode

  • Single: One to One

  • Multiple: One to Many, Many to One, Many to Many

Display By

Select the Import Status to display by. For example: No Match, Matched by Amount, etc.

Display From

Starting point from which to show the imported transactions.

Category

Filter entries by Category. This filter will be applied to renumbering and creating batches. Select the ‘+’ to clear the category.

Sort By - Direction

Sequence to show the Import Grid in Ascending or Descending.