Skip to main content

Open payout transactions from suggested matches in Bank Reconciliation (VRTrust)

When reviewing suggested matches in Bank Reconciliation, payout transactions now open directly into the Owner Payout drawer.

Overview

When reviewing suggested matches in Bank Reconciliation, payout transactions now open directly into the Owner Payout drawer.

This provides faster access to payout details without needing to manually locate the related payout record elsewhere in the system.

Who This Applies To: This article is intended for VRTrust users reconciling owner payout transactions.

How It Works

When a suggested match is tied to an owner payout:

  1. Select the suggested match

  2. The Owner Payout drawer opens automatically

  3. Review payout details directly from reconciliation

Why This Matters

This improvement reduces navigation steps and helps teams investigate payout-related reconciliation items more efficiently.

Related Help Articles:

Did this answer your question?