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Accounting & Finance tutorial

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How to use Payment Reconciliation

Match bank and ledger CSV rows by reference and amount.

Step-by-step

  1. 1

    Open the Payment Reconciliation workspace.

  2. 2

    Add the requested files or details and review every option.

  3. 3

    Run the tool, verify the preview or summary, and download the output.

Before you begin

Supported inputs: CSV.

Current file processors work locally in your browser. Review generated output before relying on it.

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