Most transactions settled using Conferma Pay Online Virtual Card Number (VCN) technology are automatically matched to the associated deployment. However in the event that this has not happened Conferma Pay Snap allows you to manually match the two sets of data.
We recommend that the list of unmatched deployments is cleared regularly before any reports are run to ensure that the information contained in reports is as complete as possible.
To locate any transactions that are not matched to deployments, adjust the search settings to No for Deployments Matched? and click Search.
To narrow the search results down to a specific Card Pool, Statement Reference or Date Period, set the search criteria accordingly. The search results will return any unmatched transactions meeting the criteria.
Select the transaction from the list to view the details.
To search for a deployment to match to the transaction, select Find Deployments.
You will be presented with a Deployment Search pop up box.
The most efficient way to find the corresponding deployment is by clicking Find Deployments With Same Card. This link will provide you with a list of all deployments made using the same VCN.
Find Possible Deployments provides a list of possible deployments where the system locates potential matches.
You are also able to search using Deployment ID, Card issued Date Range, Reference, and Supplier Name.
For hotel deployments, selecting Advanced Options will offer you additional filters - Hotel Name, Address, Check Out Date Range, and Traveller Name.
The text that you enter into these fields should match the text in the deployment details exactly. Entering part of the hotel name and/or address will give you more results.
Click Search and a list of applicable deployments will be displayed.
After checking that the details are correct, simply click the Link To: option and the transaction will be matched to the deployment you selected.
Transactions charged to an Emergency Card will never be automatically matched because this was not the payment card issued at the point of Deployment. SNAP allows users to find and manually assign the Transaction to the correct Deployment. Most of the process to match these transactions manually is the same as above, with a couple of exceptions.
When you search for unmatched Transactions, the card number for any Transactions that were charged to an Emergency Card is displayed in red. Select the transaction and click Find Deployments.
As an Emergency Card was used, searching for Deployments with the same card will not locate the Deployment you are looking for. The simplest way to locate the correct Deployment is to enter part of the narrative in the Supplier Name field and select Search.
Be as exact as possible with the search terms that you enter to increase the chances of easily finding the correct Deployment.