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.
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.