Select 'Transactions' from the menu in the top left. You will now see all transactions that have been imported from the bank account.

Make sure to filter on the status 'Outstanding' on the left to only see transactions that have not yet been linked to a case.

Open a transaction by clicking on the name of the account holder.

Review the suggestion and decide whether the transaction should indeed be linked to the suggested case(s). Sometimes multiple suggestions are available; use 'Next suggestion' and 'Previous suggestion' to browse through them.

Is there no correct suggestion? Continue to 'Linking transactions without an existing suggestion'.

Use the search bar on the right to search for the case you want to link to the transaction. You can search by invoice number or customer name, for example.

Select the case(s) you want to link to the transaction. Hover over the case(s) with your mouse and click 'Match'.

Review the overview at the bottom of the page and select 'Process' on the right.

Would you prefer to match and keep the transaction page open, or match and move to the previous transaction? You can do this easily by clicking the downward arrow.

Start from the overview of all (outstanding) transactions.

Select the transactions you want to queue for matching by checking the checkboxes.

Select 'Bulk actions' > 'Queue for matching' in the top right.

The first transaction will now open. Use the 'Previous transaction' and 'Next transaction' buttons in the top left to navigate between the queued transactions.