Investigate a payment with the assistant.
Before you start
- Sign in as
- Any SettleWise user with assistant access
- Starting state
- A payment without a client
Run the scenario
- 1AccountingSettleWise · Assistant
Describe the amount and date and ask who it may be from.
Expected evidence
A short list of candidates with reasons.
Scenario completed
Match or credit chosen
- Payment owner
- Unknown→Client chosen
If it does not match
- If there are no candidates, add the money as client credit or ask the bank for the sender.