PharmacyCopilot Docs

Matching & Unmatching Transactions

Line up your bank statement's transactions against your recorded ones, one by one.

Go line by line, matching each transaction on your bank statement against the corresponding recorded transaction in PharmacyCopilot.

Unmatch a transaction if you matched it incorrectly — this is the main working step of a reconciliation, and can be revisited freely before you complete the session.