Integrations

• Bank statements. Import actual bank lines for reconciliation of customer receipts and supplier settlement.
• Payment provider or bank. Send released payment instructions and retain acknowledgments, rejections and uncertain outcomes.
• Carrier evidence. Bring actual dispatch or delivery events into the matching shipment and visit when an external carrier is used.
• Finance exports. Send reviewed document or posting data to a downstream destination when the team uses one.

Use a source identifier and event key for each external event. Verify the entity, document and quantity before applying an economic effect. Keep an uncertain response open for investigation; a transport acknowledgment is not payment settlement or successful delivery. Repeated messages should resolve to the same event, and corrections should retain the original reference. Assign an owner to exceptions and reconcile them before period close.