Lets take a look at some examples to explain how you can reconcile transactions that have been made for several invoices or bills.

Example one: Entity A makes a payment which pertains to more than one bill posted to Entity B

Example two: Entity A receives income which pertains to more than one of Entity B’s invoices.

Example three: Entity A makes a payment which pertains to several bills posted to several entities.

Example Four: Entity A receives income which pertains to several invoices across several entities.

In all of these instances, simply select all of the bills or invoices that relate to the transaction you are reconciling, and click ‘Continue’. You will then see the following page. Select ‘Save Transaction’.

And then you should arrive at this page. Click ‘Reconcile’ to match the transaction to the multiple bills or invoices that you have selected from across your group.