Reconciliation settings control how payments are matched and how unreconciled payments are handled in Sion. These settings influence how Sion recommends bookings when you upload payments and how long unmatched payments remain available for contractors to view.
Note: Only admins can adjust the reconciliation settings for an account.
To access reconciliation settings, click your username in the top right of Sion and select Account Settings from the dropdown menu.
In the left menu, click Reconciliation.
The Reconciliation page contains two tabs that control different parts of the reconciliation process:
Batch reconciliation - Settings on how Sion recommends matches between payments and bookings when reconciling batches.
Unreconciled - Settings for how long unmatched payments remain available and who can access them.
Batch Reconciliation Tab
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.
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.
Unreconciled Tab
The Unreconciled tab controls how unreconciled payments are managed in your account. These settings allow host agencies to manage how long payments remain available for contractors and what happens to older unmatched payments.
This tab includes settings for:
Visibility of unreconciled payments for suspended contractors
Automatic archiving of older unreconciled payments
Reconciliation date for matching unreconciled payments to a booking. You can choose which date is used:
Original Date - the date the unreconciled payment was first added to Sion
Reconciliation Date - the date the payment was reconciled to the booking
Visibility for Suspended Contractors
Host agencies can control how long a suspended contractor can find and claim unreconciled payments after their account has been suspended.
By default, suspended contractors have no time limit and can continue to see and claim unreconciled payments associated with their account.
In the Unreconciled tab, locate Visibility for Suspended Contractors. Select the time period that suspended contractors should retain access to unreconciled payments.
Depending on the option selected, suspended contractors will only be able to view and claim unreconciled payments for the specified amount of time after their account is suspended.
After that time period passes, those payments will no longer be visible to them.
When suspending a contractor, Sion will display a message indicating how long the contractor will retain access to their unreconciled payments based on your configuration.
Note: When you change this setting, it will apply to all currently suspended contractors, not just contractors suspended in the future.
Archiving Unclaimed Payments
Host agencies can control how long unreconciled payments remain available for contractors to claim.
By default, this setting is Do Not Archive, meaning unmatched payments remain available indefinitely. In the Unreconciled tab, locate the Archiving Unclaimed Payments section. Choose the time period after which unreconciled payments should be archived.
Note: Depending on the number of payments in your account and system activity, this process may take several hours to complete.
Once a payment reaches the selected age, it will automatically move to an Archived status.
Before a payment is archived, both hosts and contractors can see the date a payment will be archived in the payment drawer.
Once a payment has been archived:
Contractors cannot see or claim archived payments.
Hosts can still view and match archived payments to bookings if needed. (See the articles Payment Statuses and Find and View a Payment to learn about locating payments).
This allows hosts to maintain historical records while preventing contractors from claiming older payments that should no longer be matched.