In practice
Open the contract, then the Reconciliation tab. Select a payment on the left, tick the matching due amount(s) on the right, then click Save.
That's all for most cases. The sections below cover the access points, the screen, and a few common situations.
Where to access reconciliation
From a contract: the Reconciliation tab (a counter shows the items awaiting matching).
From the Dashboard: the Payments to match card, which lists the contracts concerned; click a contract to open its reconciliation.
Right after adding a payment manually: the screen opens automatically.
The reconciliation screen in detail
The screen is titled Payment reconciliation and has two columns: on the left, Incoming payments (and amounts to reimburse) to match; on the right, Amounts to receive (and outgoing payments) to match.
Select one payment on the left (radio button).
Tick the due amount(s) it covers on the right (checkboxes). A payment can cover several due amounts, or only part of one.
Click Save.
Each line shows its status by a border colour: red while it is not reconciled, green (Reconciled) once reconciled, orange (Partially matched) when a payment only covers part of an amount, or is itself only partly covered. The payment then shows the detail, for example "113,00 € / 234,00 €".
Tip: filter by year and period (All year, Q1–Q4, End of year) to find a transaction faster.
The due amount doesn't exist yet? Click Add a transaction to create it from this screen.
To undo a link: select the payment on the left, untick the linked due amount(s) on the right, then click Unlink selection.
Good to know
Reconciliation is independent of the balance. A contract can be fully reconciled with a positive, negative, or zero balance. Reconciling does not change the balance; it explains what it is made of.
Most reconciliations happen automatically, when a payment exactly matches a due amount. In the other cases — an amount that doesn't match, or several due amounts open at once — you reconcile manually.
Common examples
Indexation catch-up — the tenant pays several months at once → link this payment to the rents left partially unpaid.
Discount granted — add the discount and link it to the rent concerned; the actual payment will then link easily to that reduced rent.
Reimbursement — record the amount to reimburse and the outgoing payment, then link them: you keep clear proof that the reimbursement was made.