05 · Reconcile the bordereaux
RemitIQ evidence stack
The evidence stack is the minimum proof for a reconciled line.
Required evidence
Section titled “Required evidence”- The bordereau line, with contract and period.
- The cash or settlement record it is allocated to.
- The document in Context DMS that supports the figure, when the figure did not originate inside the platform.
A line can stay unreconciled. That is an honest state. It is not a failure of the screen.
Context.Insure Docs