⚠️ 7/9/26 - Beta - If you do not see it on your account yet, email support to inquire and enable. Otherwise it will appear in the coming week.
The Financial Inbox is your one simple view for all actions needed in relation to your association's financials. Financial Inbox replaces the Transaction page for daily tasks. Transaction Page will still exist for reference as to History, but all typical Actions will move to the Financial Inbox.
You will find Financial Inbox on the left nav in Management (Permissions Required)
The workflow will show items of each of the three groups:
Pending deposits that you can match to imported or synced bank activity
Outstanding checks that you can reconcile with the bank activity
Incoming or imported bank transactions that need categorization
For matching deposits, any manually entered recorded payment or transaction for money received Vlge will attempt to match to imported or synced bank transactions by amount, date, description, name, or other attributes, depending on where you manually recorded the incoming payment.
Choose Different
For Deposit matching, if the suggested match is incorrect, click the Choose Different button, and the system will show all eligible manually entered payments that could logically be matched to this deposit. For example, if this deposit amount is $100 and the system matches it to a manually entered $100 deposit that you feel is incorrect, by clicking Choose Different, you will find any other deposits equaling $100, as well as the details underneath those as to the properties that entered when setting up that deposit. You can choose a different one and confirm the match.
The options presented in "Choose a different scenario" are the other manually entered payments that you've recorded. If you do not see one that you're looking for, check your financial dashboard in manually recorded payments for pending deposits to make sure you saved it.
Undo Icon in Recent Activity
If you make a match and you find that it's incorrect, you can look at the recent activity on the right and click the Undo icon.
What Undo Icon Does
Deposit match - unlinks the payment(s) from the bank line and reopens the task in the open queue
Snooze / skip / clear check / dismiss - reopens the task (no ledger changes)
Categorization - no undo icon (that posts a journal entry)
Once the skipped task has re-surfaced you will not see an Undo icon (since it is back in the feed). Same with any other action that has already been reversed - no Undo button since it was already "undone."
🔖 Categorization Process
For Deposit Matches, you will not categorize because the category was determine when you created the charge. Matching just closes the loop.
For Categorization Tasks, you can review the recommendation, then Accept which posts the Journal Entry, or you can Edit which allow you to change the description, category, add receipts, add a vendor, add notes, and train the system by remembering your choices.
👉 Edit brings up the modal with all transaction details
