How to reconcile your charges on Kinatico Compliance?

Billing Reconciliation lets you review the charges recorded against your organisation for a selected date range, so you can check activity and user level charges before they appear on your invoice.

What You'll Need:

• System Owner access to the Kinatico Compliance Admin Portal

Time Required: 3 minutes

Instructions

Step 1: Open Settings

• Select Settings from the main navigation

Step 2: Go to Billing

• Click the Billing tab

Step 3: Locate Billing Reconciliation

• Scroll to the Billing Reconciliation section, below your Billing Information
• The section header shows the currently selected date range and the number of invoices found for that range

Step 4: Choose a Date Range

• Click the date range button (defaults to the current month)
• Under the Presets tab, choose one of the quick ranges, such as Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Previous Calendar Week, or Previous Calendar Month
• Alternatively, click the Range tab to choose a custom start and end date from the calendar, then click Apply

Step 5: Search for an Activity or User

• Use the Search for an Activity or User field to narrow results to a specific Activity or user
• If no charges match your selected range or search, you'll see a No charges in this range message

Recommended next steps

• Review your current plan and inclusions on the Billing tab
• Contact our support team if a charge doesn't look right

Need Additional Help?

Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.