KriyoPay SettleView
Settlement Report Review
Stage gateway settlement reports, review source observations and retain the original evidence behind each decision.
A module within KriyoPay. One connected product for supplier finance and transport operations.
The workflow.
The context behind it.
SettleView gives teams a controlled way to review payment gateway settlement source files. Mapped records are staged for checking, errors remain visible and approved observations retain their source evidence. It is a report-review module in KriyoPay, with bank reconciliation handled separately.
Features, in detail.
Settlement report imports
Import settlement source files in CSV or XLSX format.
Configured field mapping
Map source-report fields into the expected structure for the review process.
Staged review
Hold imported information for checking before approving source observations.
Row-level errors
Inspect errors affecting individual rows rather than treating the entire report as verified.
Missing-evidence checks
Identify information that needs further review or supporting evidence.
Observation approval
Review and approve observations derived from the uploaded source report.
Original-file retention
Preserve the uploaded report as supporting evidence for subsequent review.
Review history
Retain the history of review actions and decisions associated with the report.
How the work moves.
Map & stage
Import the source file using the agreed field mapping.
Review
Inspect row errors and any missing evidence.
Approve observations
Approve reviewed observations while retaining the original source and history.
Clear expectations.
Before the rollout.
What to keep in mind
Report approval does not confirm bank credit. Live payment gateway synchronization is outside the documented scope.
What to bring to a discussion
Bring an anonymized gateway report, field definitions, mapping requirements and the team responsible for reviewing errors and missing evidence.
Configuration, access roles, provider connections and acceptance criteria are agreed for your organization. Evaluate with anonymized examples first.
Questions about SettleView.
Does an approved report prove money reached the bank?
No. Approval records reviewed observations from the source report; it does not establish bank credit.
Does SettleView synchronize with gateways live?
Live payment gateway synchronization is outside the documented scope. The module reviews imported settlement source files.