Reconciling your bank statement transactions to submitted expenses in Synced is a simple two-step process. This guide walks you through how to match transactions to submitted expenses and how to complete your statement once everything is reconciled.
Step 1 - Match Transactions To Submitted Expenses
From the side menu go to the Missing Paperwork page. All statement transactions that have been assigned to a user will be visible from the summary view. By clicking on Action > View the user will be taken to the detailed view for that particular statement report.
The goal of this view is to Match all statement transactions against a submitted record in Synced. The table below outlines the statuses and actions required based on each.
Status | What Does It Mean? | What Do I Do? |
 | The transaction has already been matched to a submitted expense. | No further action is required |
 | Synced has identified one or more expense records with a matching amount. | Click the transaction to view suggestions. If one is correct, select it and click Match. |
 | No expense has been matched or detected. | - If you have documentation, submit it via email, photo, or upload. see article - If you're missing documentation, gather it or mark the transaction accordingly (if that option is enabled by your organization). |
Step 2 - Completing Statement
After all transactions have been matched to their expenses, the Mark as Complete button will appear at the bottom of the page. Click it to open the pop-up window, where you can optionally choose an approver for the report.
Finally, hit Mark as Completed to update the status.
💡 Tip: Staying on top of expense submissions throughout the month will make this process even faster next time.
Need help submitting an expense? Check out our article: How to Submit an Expense in Synced