We've simplified the navigation menu to improve clarity and make it easier for you to find what you need, faster.
The new structure is divided into three clear sections:
- Operational Views: at the top for quick access to the features you use most frequently in your day-to-day reconciliation work.
- Configuration & Admin Settings: below for managing system setup and rules.
- Support & Notifications: at the bottom, with easy access to the RI chatbot and Learn Center.
Dashboard
Introducing the General Dashboard – your new starting point for an at-a-glance overview of key reconciliation processes.
It includes dashboard items such as:
- Import
- Transaction match quote
- Settlement match quote
- Export
- Transaction matching overview
- Settlement matching overview
- Transaction count
- Turnover
- Outstanding receivables
- Unmatched bank payments
- Inflow forecast
- Top payment processors
Each item links directly to its detailed view in ReconHub, so you can dive deeper with a single click.
You can also create and manage your own dashboards via the Dashboard views dropdown in the top left corner.
Please note, during a transition phase, both the old and new dashboards will be available. You can switch between them anytime in the Tenant settings under Configuration > Tenant.
Settlement Matching Screens
In release 1.51, we introduced the new Settlement Matching Overview page to give you a clear view of mismatches between EFT data and bank payments.
With this release, we’ve expanded the flow and added four more dedicated pages to help you manage matching data even more efficiently:
- Exceptions
- Matches
- Reassignments
- Adjustments
These additions give you better control over how matches are handled and allow for easier review and editing of key reconciliation data.
Settlement Exceptions
Easily spot and resolve mismatches (“deltas”) between bank payments and EFT transactions in one place. Access the new Settlement Exceptions page from the Settlement Matching Overview by clicking a delta on the timeline or via navigation menu Settlement Matching > Exceptions. The page combines a bar chart by value date with a detailed data table, and includes three actions to fix issues: Match manually (match bank payment with the transactions manually), Reassign (move a delta to a later date) and Adjust (book or clear a confirmed difference). This helps you correct timing gaps and keep records accurate and transparent.
Settlement Matches
See all your successfully reconciled settlements in one place. The table shows key details like match rule, payment processor, amounts involved, and match date—sorted from newest to oldest. For each entry, you can expand the row to view detailed info about the matched bank payments, transactions, and any adjustments made. This helps you understand how and when matches were created and gives you full transparency into your reconciliation process.
Settlement Reassignments
Track all reassignments in a dedicated overview with the details like creation date, value date, new date, amount, payment processor, organizational unit, and optional comment. You can edit the comment or delete the reassignment directly from this view.
Settlement Adjustments
View and manage all adjustments made during settlement matching. The table includes posting date, adjustment amount, settlement match status, and any comments. Click the chevron icon to expand a row and access the full adjustment details.
These actions help you correct timing gaps and keep your records accurate and transparent.
If you have any questions, please contact our
support.
On September 24, we are hosting a free webinar for customers to present the new features in detail.
Click here to register.
Export Path for Rule Templates
You can now define a custom export path when applying an export rule template. This gives you more control over where files are saved – especially useful if you need to filter or distribute export files via the uploader.