Skip to content
support

Reconciliation and the To-Do queue

Work through matched and unmatched line items, open gaps, and data-integrity issues.

Once a report is parsed and matched, two pages carry the work forward. Reconciliation shows you the state of the report itself, and To-Do collects the things you need to fix before reconciliation can be trusted.

Reconciliation#

Reconciliation shows matched versus unmatched line items, and the open gaps between what was expected and what actually arrived.

A matched line has been tied to one of your clients’ services and checked against the expected commission. An unmatched line has not been tied to a service at all, which means it cannot be checked against anything yet. Open gaps are where the check found a difference worth looking at.

Gaps that turn out to be real, meaning money that never arrived, arrived late, or arrived short, are what become tickets.

The To-Do queue#

To-Do is the queue of things blocking clean reconciliation. It covers three kinds of item.

ItemWhat it means
Services missing a commission rateThere is no rate on file to compare the paid amount against, so the line cannot be checked
Data-integrity issuesRecords that need correcting before matching and checking can be relied on
Unmatched-record mappingLines that neither the identifier match nor the AI fallback resolved, waiting to be mapped to a service

Unmatched-record mapping includes one-click confirm or reject of AI-suggested matches, so the common case is a quick yes or no rather than a manual lookup.

Related guides

Last reviewed July 19, 2026.

Something wrong or missing? Tell us or contact support.