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Tool 057

Payment Reconciliation Inspector

Trace explicit payment, allocation and bank transaction links for a selected invoice without inferring settlement or repairing records.

What it does today

Read-only selected-invoice trace of explicit gateway payment, allocation and current-matter bank transaction IDs. No inferred settlement, amount matching, currency totals or financial repairs.

How to use

  1. In Clio, open Matterevo and choose Payment Reconciliation Inspector from the Tool Library. Use the search box or the Billing & payments family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Trace payments through transactions, allocations, bills, clients, and matters. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.