We've rolled out 3 new items as continued improvements to Income Reconciliation:

Auto match Rules - improved matching rules

Provider transaction / Reconcile to Expectation - a number of updates to aid in the matching process:

• Limited to Current Payment Period will default to No
• The policy number is automatically added as a filter when reconciling
• Reconciling tables will display in descending order
• Main tables have been kept in their default ascending order
• Defaults per page has been reduced to 25 for main tables / pages and 10 for reconciling tables

Provider statement upload - Improved default and mapping defaults:

• When Uploading a Provider Statement the 'Does the CSV have headers' will default to selected.
• Only the minimum (mandatory) columns have to be mapped (Name / Policy number / Gross Amount and Category), all other columns will be pre-filled with ignore but you can , of course choose to map these columns as well.

We hope these changes help!