Enhancing Auto Reconciliation of Pay-In with Additional Details

To streamline the invoice reconciliation process, we’ve introduced an improvement to help the operations team resolve unmatched cases more efficiently.

Vivek Stanley

14 May 2025

How It Works:

Column A: Upload the Policy/Endorsement Number as usual.
Column B: Enter the Brokerage Receivable amount.
Columns C and Beyond: You can now include any additional details from the insurer statement (e.g., transaction references, dates, or notes).

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Why This Matters:

Any extra details added from Column C onwards will appear in the Reconciliation Errors report. This provides the operations team with more context, helping them investigate discrepancies faster and with greater accuracy.

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This small but impactful change will reduce resolution time and improve reconciliation efficiency.

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