Working with payment application proposals
Payment application proposals are potential matches between bank statement lines and open ledger entries. Continia Banking automatically identifies these matches using criteria like document numbers, external references, or payment rules.
To view proposals
- On the Bank Account Reconciliation page, locate the line you want to review.
- In the Proposals column, go to the bank statement line and select the number of proposals to open the Payment Application Review page. Alternatively, select the line and on the action bar, click Home > Application Proposals.
- The Payment Application Review page will open, showing all proposals for that line.
- Once you have viewed all the details of the reconciliation line and have found the possible entry to apply, you are now ready to proceed with the reconciliation process.
For a detailed guide on reviewing, applying, and managing proposals, see:
Introducing payment application proposals - overview of the section that explains what payment application proposals are, how they work, and to access them.
Reviewing payment application proposals - learn how proposals are presented and how to inspect them.
The payment application proposal page - understand the fields, filters, and actions available on the proposal page.
Applying payment proposals - see how to apply proposals and complete reconciliation.
Payment application proposals FAQ - find answers to common questions about matching, accuracy, and troubleshooting.