Overview
Reconciliation connects Coyote facility transactions with external transaction records, then surfaces volume differences that require review.
Open Reconciliation (/reconciliation) and select a date range. The dashboard reports matched activity and separates work into:
- My Loads Without Match — facility transactions with no external record;
- External Transactions Without Match — imported/entered records with no facility transaction;
- Volume Mismatches — matched records outside the configured volume tolerance; and
- LACT Allocations — pipeline readings awaiting allocation review.
This matching workflow is distinct from Discrepancies (/discrepancies), which tracks import and data-quality exceptions such as unknown partners, duplicates, missing transactions, shorts, longs, and invalid data.
Recommended order
- Finish and approve relevant imports.
- Resolve unknown partner/product mappings and invalid records.
- Match unmatched facility and external transactions.
- Accept a justified volume mismatch or reject the match and choose a better record.
- Complete pending LACT allocation reviews.
- Review remaining discrepancies before settlement.