Match a Payment to the Bill
Once you’ve created and paid your bill, you’ll need to complete one final step to close the loop – match the payment to the bill once it appears on your Ledger. Note: If you pay your bill digitally on Ambrook via ACH, this step is automatically completed!
You can complete matching from your Ledger or the Bills tab.
From the Bills tab: For unmatched bills, you’ll see a “Match” button. Clicking this will open up a panel called “Match Payment,” where you can search a condensed version of your Ledger for the right payment or payments.
From the Ledger: Click the three dots on the right hand side of the transaction that you want to match to a bill. You’ll see a “Match to Bill” option. Clicking this will open up a panel called “Match Bill,” where you can search a condensed list of your bills for the right one.
Tip: In both cases, the Filter button to more easily find what you’re looking for!
Sometimes you settle a bill with multiple payments, so check off all the relevant payments until the progress bar at the top shows 100%.
When you are done matching, click “Done.” The line items and tags from your bill will have been copied over to the payment on your Ledger, so there’s no bookkeeping left to do.