Now that the 20th payments are behind us, it's time to tidy up your Needs Action screen by matching your invoices to their corresponding transactions.

Assuming you have bank feeds set up, the transactions will automatically appear on the right-hand side of your Needs action page. You will need to match the transactions to invoices and they will move to your completed page.

Learn how to match your invoices and transactions.

There will always be some transactions left with no invoices. These need to be coded.

Learn tips and tricks to code bank transactions.

Learn to create a bank transaction coding rule.

Up next will be filing your first GST. To skip ahead, view all our training videos here.

Questions? Just call or email our friendly team: