Reconciliation rules
Reconciliation rules
9 articles
- Introduction to reconciliation rulesLet Kolleno match your regular bank payments to invoices for you, and learn where to start.
- Create a matching ruleSet up a rule step by step, test it, and change or pause it later.
- Set up rule conditionsTell a rule which payments to handle, with examples and tips to get it right first time.
- Choose a match strategyPick the right way for a rule to find invoices, based on how your customer pays.
- Handle differences with adjustmentsLet rules handle bank fees, exchange-rate differences, discounts, over-payments and short payments for you.
- What happens when a rule matchesWhere to find the matches your rules make, and why a rule sometimes asks you to finish a match.
- Order your rules with priorityDecide which rule wins when two rules could handle the same payment.
- Test a rule and apply it to past transactionsSee which payments a rule will pick up before you save it, then run it over payments you've already received.
- Troubleshooting: why didn't my rule match?A step-by-step checklist for when a rule doesn't match a payment you expected it to.