When you batch upload payments or try to reconcile payments, Sion will recommend bookings that may match your payments. These recommendations are based on your reconciliation settings. Only admins can adjust the reconciliation settings for an account.

To manage reconciliation settings, click your username in the top right of Sion. In the dropdown, select Account Settings.

This opens the general Settings page. In the left menu, click Reconciliation. The Reconciliation page will open.

Read through and select the auto-match criteria that fits your workflow. Note that the “confidence” level of Sion for auto-matching is based on the number of data points shared by a payment and a booking. The more “confident” you want a Sion to be, the more data points will match between the two.

All changes are saved when you make them and applied to new batches. These settings are the defaults that will be applied. When you’re reconciling batches you can always manually edit criteria.