Before you begin
- Open the official demo and choose the appropriate preset account and role.
- Review existing records before considering a change.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Find the relevant record and understand its current state.
What the workflow coordinates
The current interface connects the relevant records and shows their status.
What people review
People verify context and decide whether to submit a change.
Open the online-payment register
Open Online payments in the office workspace. Search by order code, transaction or number and use its status filter to investigate a specific payment-order record.
The intended payment order is identified before any reconciliation decision.
The intended payment order is identified before any reconciliation decision.
Check the tenant ledger
In the tenant workspace, use Money → Rent or Expenses to inspect the underlying invoice and balance. A due amount is not a payment-provider confirmation.
The invoice ledger and displayed amount due are checked separately.
The invoice ledger and displayed amount due are checked separately.
Read current provider availability
Open the tenant’s Pay online page for the intended ledger. The current preset account displays the provider’s availability state; no checkout or charge was performed for these screenshots.
Provider availability is verified before any payment is attempted.
Provider availability is verified before any payment is attempted.
Reconcile from recorded evidence
Return to Rent & payments and compare recorded payments and allocations with the relevant invoice. This read-only review does not establish that an external charge settled.
A payment status is reconciled against the correct record and ledger.
A payment status is reconciled against the correct record and ledger.
What you should have at the end
The current record, responsible role and next review point are clear.
Demonstration notes and availability
- Native 3× screenshots from the official English, light-mode demo. The review did not submit payments, messages, invitations, signatures or irreversible record changes.
Useful answers
Why can a control be unavailable in my workspace?+
The selected role, record status and enabled services affect the available controls. Check the current company and role, and read disabled-state or provider messages before continuing.