Free License Overview [v26.3]
The Overview page is the default landing page after login. It provides a consolidated snapshot of your reconciliation portfolio for the current period.
When you log in for the first time and no data has been configured, the Overview page displays an introductory screen. Once data is available, the Overview page displays your reconciliation portfolio.
When you log in for the first time and no data has been configured, the Overview page displays the following:
- A video walk through showing how the application works.
- A Setup Integrations button to connect your data source.
- A Configure Accounts button to set up your first reconciliation account.
Once you have set up at least one reconciliation, the Overview page displays your reconciliation portfolio on subsequent logins.
When data is available, the Overview page displays the following sections:
- Summary cards — In Progress, Requires My Review, Requires My Approval, and Not Started, each showing counts and on-track status.
- Unmatched Items by Reconciliation — lists the top reconciliations with the highest number of unmatched items.
- Unmatched Aging Items — shows carry-forward unmatched items with monthly aging buckets.
- Close Timeline — displays a Gantt chart of checklist tasks for the period.
Click View All on a summary card or View Details on any section to navigate to the full module view.
Summary cards
The four summary cards at the top of the Overview page show your personal reconciliation tasks for the current period:
| Summary card | Description |
|---|---|
| In Progress | Reconciliations currently being worked on and assigned to you. |
| Requires My Review | Reconciliations submitted for review and awaiting your action. |
| Requires My Approval | Reconciliations pending your final approval. |
| Not Started | Reconciliations assigned to you that have not yet been initiated. |
Each card displays the count of reconciliations and an On Track status indicator. Click View All on any card to navigate to the Reconciliations module with filters applied for that status.
Unmatched Items by Reconciliation
The Unmatched Items by Reconciliation section lists the top reconciliations with the highest number of unmatched items for the current period. Each row shows the reconciliation name, type badge, and unmatched item count.
Click View Details to navigate to the full Unmatched Risk Dashboard.
Unmatched Aging Items
The Unmatched Aging Items section shows carry-forward unmatched items across reconciliations with monthly aging buckets — Current Month, 1 Month, 2 Months, 3 Months, 4 Months, 5 Months, and 5+ Months.
Click View Details to navigate to the full Unmatched Aging Dashboard.
Close Timeline
The Close Timeline section displays a Gantt chart of checklist tasks for the current period, color-coded by workflow status.
Click View Details to navigate to the full Close Timeline Dashboard.