Getting started with reconciliation
Core concepts: Understanding how Kolleno matches payments, handles fees, and processes different scenarios
4 articles
- Reconcile Open Banking PaymentsConfigure Open Banking payments to post directly to your bank account in your ERP for automatic reconciliation.
- Credit Notes ReconciliationYou can reconcile credit notes with your invoice. It creates a Customer Payment applying the credit note to the invoice in NetSuite.
- Reconciliation History OverviewView, filter, and review all past reconciliation activities in your bank accounts
- Yapily Open Banking are missing in KollenoContact support when transactions from your Yapily Open Banking connection are missing in Kolleno.