Overview
The Active Data tab lists all AR remittance records that are currently being processed, reviewed, or pending action in SmartCustomer. Use this section to review details, validate extracted remittance data, and manage record status before downstream posting to your System of Record (SoR).
Figure 1. Active Data tab – AR Remittances document table
Table 1. Active Data Tab – Remittance Record Fields
| Field Name | Description |
|---|---|
| Customer Name | The customer’s name, as derived from the remittance email, attachment, or matching rules. |
| File Type | Indicates the document type (for example, Remittance). |
| Confidence Level | System’s assessment of extraction accuracy: High, Medium, or Low. |
| Customer Status | Whether the customer is recognized in the system (for example, Known or Unknown). |
| Payment Number | Unique payment or remittance reference number provided in the remittance file. |
| Payment Date | Payment or remittance date as provided in the file. |
| Attachment Name | Name of the attached CSV/XLS/PDF or other file that contained the remittance details. |
| Currency | Currency of the remittance amount. |
| Total Amount | Total amount stated for the remittance. |
| Entity | Legal entity or business unit associated with the payment, where applicable. |
| Payment Type | Payment method, when available (for example, ACH, wire, check). |
| Transaction Reference | Additional transaction or bank reference captured from the remittance (for example, bank reference ID). |
| Received Date | Date when the remittance email/file was received by the system. |
| Status | Current processing status for the remittance (for example, New, Failed to Reconcile, Multi Tab File Please Review, Edited). |
Use these fields to quickly determine whether a remittance is ready for downstream processing or requires additional review.
Performing Actions on Records (AR Remittances – Active Data)
Bulk Actions
Select one or more remittance records using the checkboxes on the left side of the table.
In the toolbar above the table, click the Actions control.
Choose an action, such as Write to SoR or Dismiss, to process all selected records at once.
Example: Select several reviewed remittances, then click Write to SoR to finalize them in a batch. The selected records will then move to the Written to SoR tab after a successful write.
If you select Dismiss, a dismissal dialog appears for each selected record, prompting you to provide a reason for dismissal.
Figure 2. Bulk Actions menu – Documents toolbar
Individual Record Actions
To act on a single record, open the Action menu at the end of that record’s row.
To remove a record from the active processing queue, select Dismiss. A dialog box appears, and it prompts you to give a reason for dismissal before you complete the action.
Figure 3. Row-level Action menu for a remittance record
Dismissal Dialog
If you dismiss a record (bulk or single), a confirmation dialog appears requiring you to enter the reason for the dismissal.
Enter a meaningful reason for audit and review purposes.
Confirm your choice by clicking Continue, or cancel the action to keep the record in Active Data.
Figure 4. Dismissal confirmation dialog box
Tip: Use bulk actions to save time when processing similar remittance records, and row-level actions for special or exception cases that need detailed investigation.
Note: Only users with the appropriate permissions can perform Write to SoR or Dismiss actions.
Write to SoR: Validation Dialog (AR Remittances)
When you choose Write to SoR (bulk or single), AR Remittances validates the selected record(s) and displays one of the following dialog types.
Blocking Error (prevents write)
What you see:
A pop-up describing the error with an OK or Close button.Action:
No records are written to the SoR. Adjust your selection or correct the issue, then try again.Example errors (AR Remittances):
The remittance is associated with an unknown or unenrolled customer that cannot be written to the SoR.
The document is not in a valid state for write based on your AR Remittances configuration.
A connector or SoR sync error prevents the write operation from completing.
Success (no issues)
The record(s) pass validation, are written to the System of Record, and move from Active Data to the Written to SoR tab.
Figure 5. Write to SoR — Blocking Error