App How To

September 21st

Great question! We are currently working on a transaction merge function, we hope to release soon. In the meantime if the manual placeholder is the exact amount of the posted transaction coming in, the system will automatically match the placeholder and the posted transaction. Similarly, if your “verify” a pending transaction, and the amount matches the incoming posted transaction it will attempt to auto merge the two. If the system fails to make a merge and you see both the placeholder/pending transaction(s) and their corresponding posted transactions, simply delete the pending/placeholder. I hope that helps! If you feel like what I described is not working as expected, please report the transaction that failed to match so we can investigate.
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