Reconcile a payment
Assess a fee, match a payment to it and confirm the balance.
Who can do this: City Administrator. Pick the person to act as them from Demo controls.
- Click "Reconciliation" in the left menu.
- Find the assessment with "Search by application reference or assessment id" and click "Search the assessments". Click "View details" on the row.
- Under "Finance actions" choose "Assess application" if none exists. Enter the Declared valuation and a Reason.
- Choose "Confirm allocation". Pick the Receipt, enter the Amount and the Currency, a new Idempotency key and a Reason. An idempotency key makes sure the same request is never applied twice.
- Choose "Reconcile assessment" and list the receipts.
- Read "Allocation position" and "Fee lines" for the selected assessment.
- Check that the balance is 0.00 and the status is exact before any permit is issued.
What you get: A permit cannot be issued without an exact, settled allocation. Partial, overpaid, reversed and unmatched payments each keep their own status and balance.