Use the reconciliation dashboard to find provider events that need attention.

Open the dashboard

To review events:

• Log in to Symba Payments with a user account authorized to view reconciliation.
• Open "Payments" and then "Reconciliation".
• Use the summary cards to focus on events by status.
• Open an event to see its details.

Read the event details

The event details page shows what the provider sent and how Symba Payments interpreted it.

Useful fields include:

• Provider and integration
• Direction, inbound or outbound
• Amount and currency
• Phone number, when available
• Provider transaction ID or receipt number
• Account reference, when available
• Suggested transaction or account matches

Accept a suggested transaction

When the correct transaction appears in the match candidates list:

• Compare the amount, reference, receipt number, and timing.
• Select the check action next to the correct candidate.
• Confirm the action.

Symba Payments applies the provider event to the selected transaction and updates the event status.

Apply a suggested account

When the correct account appears in the account candidates list:

• Check the account number, account type, and account holder.
• Select the check action next to the account.
• Confirm the action.

For a loan account, Symba Payments creates and applies a repayment. For a savings account, Symba Payments creates and applies a deposit.

Mark an event as unrelated

If the event does not belong to any Symba Payments transaction or account:

• Open the provider event.
• Select "Unrelated".
• Confirm the action.

The event remains available for audit purposes.