SettleWisePayments & ReconciliationMoney in
PY-05Handle the exception

Resolve a payment that needs you

SettleWise could not place a payment on its own.

Track

Money in

Phase

Handle the exception

Starts with

Payment needs a person

Ends with

Placed, credited, or rejected

Resolve a payment that SettleWise could not place.

Before you start

Sign in as
Accounting, validator, or owner
Starting state
A payment in Requires Action, or an item in Unmatched Stripe Payments

Run the scenario

  1. 1AccountingSettleWise · Payments

    Open the payment, read the reason, and assign it, add it as credit, or reject it.

    Expected evidence

    The payment leaves Requires Action and the client balance updates.

Scenario completed

Placed, credited, or rejected

Payment status
Requires Action→Validated, credit, or rejected

If it does not match

  • If a duplicate is flagged, compare it with the existing validated payment before rejecting.