The Customer Based Reconciliation feature allows you to quickly and easily see whether or not the Invoices and Credit Memos in both Business Central and the Versapay Cloud platform are in agreement for a single customer. This screen simply shows whether or not the data matches, and is not actionable, unlike the offline Reconciliation option that is also available.

From the Customer Card or List, under the Versapay Cloud Platform folder in Actions, click the View Open Invoice action.

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This will show the invoices and credit memos that also exist in the Versapay Cloud Platform, and whether or not the balance matches.

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