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Version: v2alpha1

Reconciliation suggestions using the dashboard

View payment terms in reconciliation

If reconciliation is activated, the payment terms are listed in the getpaid dashboard in the "Reconciliation" tab specifying the status to filter payment terms with suggested reconciliation, already reconciled or still unmatched.

Payment terms in reconciliation

Payment terms in reconciliation

Confirm or reject a payment term

The payment term details shows the invoice information plus the transaction suggestion if matched. If there is a suggested match, you can confirm or reject the reconciliation.

Payment term details

Payment term details