Disputes and bank reconciliation
Review disagreements and statement evidence without changing money automatically.
Disputes
Enable dispute changes in Settings → Receivables controls. Financial editors with customer scope and internal-note access can record a dispute and review or resolve it with a reason. Disputed debt remains in outstanding balances, overdue totals, aging, statements and financial exports. Resolution of a dispute is not a financial correction.
Import bank receipts
Enable reconciliation changes independently. Organization-wide payment editors can paste CSV with transaction_id,date,reference,amount and optional description. Use a stable account label and stable transaction IDs. Imports create statement rows, not payments or allocations.
Explicit review
Candidates must match a posted bank receipt by exact reference, date and amount. Staff explicitly select a payment and provide a reason. Matching never marks a payment provider-verified. Ignored or matched rows can be reopened with a reason. Debits, fees, split deposits and fuzzy references are not supported matches.