Getting Started Guide - Getting Started Guide: Smart Reconcile

In this Getting Started Guide, you’ll see how to use Smart Reconcile to match supplier payments to your bookings—automatically. Just upload a supplier statement, and Travefy reads it, finds the right bookings, and helps you close the loop from expected to received commissions. We’ll walk through how to: • Navigate to Incoming payments • Use filters, columns, and search to stay organized • Let AI match payments to bookings • Review, edit, and fix unmatched items • Finish reconciliation and update payment status By the end, you’ll have a clear view of what’s paid, what’s not, and where your business stands, without the manual work. If you’re ready to take your reconcile process to minutes instead of hours, start your 10-day free trial at: https://info.travefy.com/4szV3Oz 00:00 Smart Reconcile overview 00:29 Navigate to Incoming 00:54 Filters and columns 01:18 Create incoming payment 01:25 Upload statement options 01:55 AI reads statement 02:11 Select supplier details 02:54 Auto-match bookings 03:14 Fix matches and edits 04:00 Finish reconciliation 04:10 Status and benefits 04:43 Support and wrap-up _____________ Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.