Payment matching
Read incoming payments. Find the invoice. Review the difference.
From payment to proposed match
Start with the bank record, remittance and open invoices. Keep the source record beside the proposed allocation so a reviewer can see where the amount came from.
Handle the exceptions
Partial payments, missing references and multiple possible invoices need context. Review the candidates and record the decision before updating your system of record.
Measure the actual result
Connect each match to its bank record and invoice, then review exceptions before posting.
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