---
id: SCR-ACC-REC-001
title: Reconciliation Center overview
route: '/console/{tenantId}/accounting/reconciliation'
surface: console
product_area: accounting
module: reconciliation
revision: 3
status: draft
design_intent: confirmed
origin: >-
  ACCT-M8 plan D6 (the v0 prototype's fourteen corrections, designed through V0,
  the demo store replaced by the live adapter), approved by Andrew 2026-10-22;
  the built screen is the approved baseline
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Orient staff to the unit’s deposit progress, current attention and payout
  entry.
supports:
  - JNY-ACC-REC-005
  - CAP-ACC-REC-019
  - CAP-ACC-REC-006
  - CAP-ACC-REC-001
permission: >-
  accounting.application.access; shared loading also requires payout,
  settlement-item, reconciliation and exception read grants
entry_from:
  - The Accounting navigation's Reconciliation item
  - A reconciliation blocker attention item (its destination is this overview)
exits_to:
  - '/console/{tenantId}/accounting/reconciliation/payouts'
  - '/console/{tenantId}/accounting/reconciliation/payouts/{id}'
  - '/console/{tenantId}/accounting/reconciliation/outstanding'
  - '/console/{tenantId}/accounting/reconciliation/exceptions'
displays:
  - field: >-
      Four stage tiles (captured not yet deposited, deposited awaiting
      reconciliation, in progress, finalized) with amounts and counts
    source: >-
      Derived in the browser from the unit's loaded payouts, settlement items
      and reconciliations, not from the overview operation
  - field: Overdue settlements and open exceptions needing attention
    source: DOM-ACC-REC-002 outstanding state; DOM-ACC-REC-004 status (loaded lists)
  - field: Recent payouts with status
    source: DOM-ACC-REC-001 reconciliation status (listPayouts)
  - field: 'Date range, processor and merchant filters and the current period label'
    source: Browser filters and a calendar-month label derived from the current day
actions:
  - label: Add Payout
    operation_id: createPayout (through the Add Payout sheet of SCR-ACC-REC-002)
    permission: accounting.payouts.create
    confirm: false
  - label: Open a stage or a payout
    operation_id: 'none: navigation'
    permission: accounting.application.access
    confirm: false
states:
  - loading
  - empty
  - error
  - read-only
validation:
  - BR-CAP-ACC-REC-019-06
  - BR-CAP-ACC-REC-019-07
  - BR-CAP-ACC-REC-001-11
patterns:
  - Standard PageLayout through ReconPage
  - Linked stage summaries
  - 'Shared date, processor and merchant selects'
  - Disabled-action PermissionHint
  - Add Payout sheet
component: components/accounting/reconciliation/overview.tsx (ReconOverview)
evidence:
  - >-
    react-console at baf6dae3:
    app/(console)/console/[tenantId]/accounting/reconciliation/page.tsx,
    layout.tsx; components/accounting/reconciliation/overview.tsx,
    recon-page.tsx, recon-ui.tsx; lib/accounting/reconciliation/store.tsx,
    load.ts.
  - >-
    services-accounting at f47cb263:
    modules/reconciliation/aws/api/outstanding.routes.ts
    (getReconciliationOverview); attention/reconciliation-blockers.attention.ts.
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-005]
---
# Reconciliation Center overview

## What the Screen Is For

Staff start here to inspect deposit progress and active concerns for their working unit. Attention currently opens this overview.

## What It Shows and Lets People Do

Stage totals, recent deposits and attention are calculated from shared loaded records. Date, processor and merchant filters narrow browser state, and Add Payout opens the entry sheet.

## States and Errors

Shared loading requires Accounting access, a selected unit and successful reads of several record families. A failed initial shared load presents an error without a retry button; creation authority controls Add Payout.

## Patterns It Must Respect

The screen uses the Standard page layout, shared filters and permission hints. Its month label is derived from the calendar month, and its totals are not the service overview.