Question 1

How to match a single item to many or many items to many?

Adrienne Lilly · Accepted Answer

To use the One to Many or Many to Many matching feature of Easy e-bank Rec, begin with selecting multiple records of both the Bank transactions and the GP transactions.

Select records by clicking on the far left under the “U” column, using the Shift Key or Ctrl Key for multiple lines.

Confirm Variance = $0.00 in “Total Diff ” field in the Footer. If Variance = $0.00 then click on “Split” button in the Header (Functions Bar) to match these items.

Question 2

How to match a single item to many or many items to many?

Adrienne Lilly · Accepted Answer

To use the One to Many or Many to Many matching feature of Easy e-bank Rec, begin with selecting multiple records of both the Bank transactions and the GP transactions.

Select records by clicking on the far left under the “U” column, using the Shift Key or Ctrl Key for multiple lines.

Confirm Variance = $0.00 in “Total Diff ” field in the Footer. If Variance = $0.00 then click on “Split” button in the Header (Functions Bar) to match these items.