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Reconciliation

Match records across two sources and resolve discrepancies in cross-check reports.

Reconciliation matches records across two data sources using match conditions you define, so you can confirm the sources agree and spot discrepancies that need attention. It runs through Cross-check report templates in the Reports section.

There is no separate Reconciliation area. Reconciliation compares two datasets (for example, SAF-T against VAT Filing), pairs their rows using your match conditions, and shows which records matched, which didn't, and which need review.

Note: Reconciliation is available for Enterprise only. Professional users don't create or customize reconciliation.

The reconciliation report

When you open a reconciliation report, its detail page shows a Data tab and a Rules tab. The page opens on Data.

The Data tab begins with an Overview. It summarizes each source side by side and shows:

  • The total records in each source.

  • How many records are reconciled versus unreconciled, as a count and a percentage.

  • A chart showing this breakdown.

Below the Overview, the record grid lists every record, with columns such as:

  • Status

  • Source

  • Direction

  • InvoiceNumber

  • InvoiceDate

  • CounterpartName

  • GrossAmount

  • NetAmount

  • VATAmount

  • Match Id (Matched records share the same Match Id)

Each row's status shows as a colored dot:

  • Matched (green)

  • Known Exception (red)

  • Resolved (blue)

  • Open (yellow)

Last updated: July 24, 2026