How To Auto Reconcile Your Invoices Through nu,mb,erz

  • Click on the Reconcile tab on the top

1

  • You will get a similar screen

2

  • Now you can choose any of the bills – paid, overdue, due later

3

  • Select any invoice by clicking on the checkbox

4

  • On the right column, you can see that transactions similar to the amount of invoice you chose, are displayed

5

  • Now you can choose the transaction from right side column which is related to selected invoice by clicking on it

6

  • Click on the reconcile button on upper right

7

  • You will get a pop-up window

9

  • This windows will relate your invoice to the selected transactions and you can see the details. Click on the save button to reconcile or cancel to go back

10

  • You will get a success notification once it’s done

11

  • Now this invoice will be added to the closed section of invoices

 

Congratulations !

What do you think? We'd love to know!