improved
Launching improved manual reconciliation flow
5 months ago by Matthieu Blandineau
Customers benefit from an improved flow in the Numeral dashboard to manually reconcile payments:
- From the transactions screen, they can select one or several unreconciled transaction
- They can then choose what payment type to reconcile these transactions with: payment order, incoming payment, return or expected payment
- They can then select the relevant payments to reconcile the previously selected transactions with
This tool supports 1:1 and 1:n reconciliations.
The same workflow is available from the payments screen.