SettleWisePayments & ReconciliationShared concept
CX-01Shared language

A payment is not official until validated

Money in the bank and money on the invoice are not the same moment.

Track

Shared concept

Phase

Shared language

Starts with

Paid but still owing

Ends with

Status understood

Compare a pending and a validated payment.

Before you start

Sign in as
Accounting, validator, or owner

Run the scenario

  1. 1AccountingSettleWise · Payments

    Filter by Pending and open one; then open a validated one.

    Expected evidence

    Only the validated one changed its invoice.

Scenario completed

Status understood

Money on the invoice
Recorded only→Applied

If it does not match

  • If a validated payment did not change the invoice, check its allocation.