Find out more about reconciliation here
In order to perform reconciliation, you will first need to add your bank in Holded. Learn how here.
The purchase ticket reconciliation works exactly like an invoice reconciliation. You need to match the payment from the bank statement with the ticket you have in Holded. There are several ways to perform the reconciliation, depending on whether the document has been created and whether or not it has been paid.
Options to reconcile a purchase receipt
A. Reconcile with paid documents
If the ticket has already been generated in Holded and has already been paid, check out this article to learn how to reconcile the transaction in your bank account against the document in the platform.
B. Reconcile with pending documents (not paid)
If the ticket has already been created in Holded, but not yet paid, follow the instructions in this article to reconcile the transaction in your bank statement with the pending document.
C. Reconcile with new documents
If the document does not yet exist in Holded, follow the steps in this article to reconcile the transaction in your bank account with your new document or ticket.