SettleWisePayments & ReconciliationMoney in
PY-03Read the evidence

Confirm a payment from an email

The bank or the client sent a payment notification email. Nobody should retype it.

Track

Money in

Phase

Read the evidence

Starts with

Payment email received

Ends with

Match confirmed

Review a payment that arrived by email.

Before you start

Sign in as
Accounting, validator, or owner
Starting state
A payment created from an email

Run the scenario

  1. 1AccountingSettleWise · Payments

    Open the payment, read the evidence, and validate it.

    Expected evidence

    The payment becomes Validated and the evidence stays attached.

Scenario completed

Match confirmed

Payment status
Email only→Matched

If it does not match

  • If the payment shows Requires Action, SettleWise needs a person to place it; see PY-05.