Receipt matching & reconciliation
Keep observed receipts, matching and action reconciliation distinct.
Unallocated synthetic cash observations
Review invoice candidates — 0 unallocated
CSV headers: id, amount, currency, date, invoice_reference. The reference may be blank. Rows enter a review inbox and contribute no cash until the owner confirms an observed payment and exact invoice.
Review existing observed receipts below. The transaction importer already allocates each receipt to an invoice; for unknown allocations use the observation inbox above. This page suggests eligible approved payment requests by currency and unlinked amount. A suggestion is not proof. Matching never creates another receipt or reallocates cash.
Confirm the match first, then reconcile separately. A receipt can also be reconciled against its invoice without a request. Partial payments do not imply the full invoice was settled.
No observed receipts yet. Import synthetic receipt records in Evidence & Ledger, or record an observed synthetic payment through Action History.