Settlement Payout Import with Payments Flex
From the Admin Panel click Cyncly Merchant Portal
Click into the Payouts tab
Click into the line items for the payout you are reconciling
Click Export
Save the file
Exit out of the portal
From the Navigators screen > select Bank Deposits
Click New
Click the Settlement Reports button and select Import New Report
You will see a contrast screen showing the deposits in FloorManager/JobRunner and the data that is coming in from the payout. Click the checkmarks all the way through the list as shown below:
Verify the two values match at the bottom of the screen:
Click Accept