Step 1: Click the Auto-match All Rows Below button.
Step 2: Review the auto-matched data in the table and check the box in the left column for each item you wish to process.
NOTE: Any items that can not be auto-matched can be manually added by clicking the "add" or "edit" link on the corresponding row.
Optional: Below the table check the Mark Providers Paid checkbox and set the date you will pay the providers.
Step 3: Click the Sync Selected Rows to Billable button to sync the payment data to the matched billable.
When you are done here go to the Payments Report to continue the process of paying providers.
NOTE: If you checked the "Mark Providers Paid" checkbox it might be unnecessary to visit the payment report for additional processing.
Category
Payments