How do I match bank statement lines to receipts and payments?

Open Reconcile statement on the bank account. The Unmatched tab lists lines still needing attention. • If a line shows a Likely match or Possible match, check the reasons and click Confirm match. Nothing is applied until you confirm. • Click Find match to see your existing receipts (money in) or payments (money out) with the same amount within 7 days, then click Match. • If the money is in the bank but not in ClayBill, click Record receipt or Record payment, pick the party, and the entry is created and matched in one step. • Click Ignore for lines you do not book, such as bank charges. Ignored lines can be restored. • Click Unmatch to undo a wrong match — the receipt or payment itself is kept. Use the Money in / Money out toggle and the search box to find a specific line by narration or amount.