Under Bank, Payfriend continuously matches transactions to documents and invoices. High-confidence matches can run automatically. You confirm the rest.
Before you start
Bank connected and transactions fetching
Reconciliation start set (otherwise the queue is locked)
Documents/invoices exist, or you’re ready to upload them
Steps — desktop
1. Open Bank
Review unmatched / suggested matches.
2. Open a transaction
See amount, text, date, and suggested document/invoice.
3. Confirm the suggestion
If correct: Confirm / Reconcile.
4. Or fix the match
Pick a different document
Search by amount, supplier, or invoice number
Clear a wrong suggestion and match manually
Upload a missing document first if nothing exists
5. Handle specials
Several invoices on one deposit? See Split-match and partial payments.
Steps — mobile
Open the bank queue as a card stack. Swipe to confirm or postpone.
Check that it worked
Transaction moves to matched / reconciled
Bank badge count drops
(Optional) Accounting looks correct after sync
Common issues
Symptom | Cause | Fix |
No suggestion | Missing document or amount differs | Upload document; check fees/partials |
Wrong suggestion | Similar amounts | Pick the right document manually |
Huge queue | Reconciliation start too far back | |
Balance off after match | Other unmatched / wrong account |
Next steps
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