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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.

  1. Finish and approve relevant imports.
  2. Resolve unknown partner/product mappings and invalid records.
  3. Match unmatched facility and external transactions.
  4. Accept a justified volume mismatch or reject the match and choose a better record.
  5. Complete pending LACT allocation reviews.
  6. Review remaining discrepancies before settlement.

See Discrepancy Detection and Resolving Discrepancies.