Unreconciled Orders
Unreconciled Orders
You’ve now used Blue Onion to identify where orders may not be reconciled to the bank account. We’ve put together this handy checklist, which can help teams identify and fix the source issues:
- Confirm all of your relevant systems are connected (order system, payment processors, and bank account). You can check your integrations and their status on the left-hand sidebar.
- Review the dates of the transactions - if they’re within 2-3 business days the payment may still be processing.
- Review the expected AR source of the transaction - do we expect the transactions to be unreconciled because it’s coming from a manual payment method or a customer that pays by wire or ACH?