This reconciliation process matches, transfers from one account to another account.

Click on the amount displayed under deposits and select the transaction type as Transfer from Another Account. Enter all the necessary information and documents can be uploaded by clicking on the upload icon. Click on save to save the transaction.

Match transaction for transfer between accounts

Auto review will popup when the user already reconciled a transaction in different account using transfer to another account. When transfer from another account is selected, if the date and the amount is similar then auto review will popup.