Define acceptance before clicking
Choose a representative settlement with identifiable source records, currency and payout. Decide who may authorize posting and who reviews it. Record what already exists in the accounting system; a clean-looking connector screen does not prove the same activity has not been entered manually.
Review the mapping and destination
Check the correct organization, accounts, tracking dimensions and applicable tax treatment with the responsible bookkeeper. This site does not prescribe those settings. A2X’s posting guidance treats mapping and reconciliation as part of the workflow, not merely an import success message. Apply the same evidence standard when assessing other tools.
Inspect the whole result
Can you connect the output to the source settlement and the appropriate bank transfer or zero-transfer explanation? Are split portions, fees and any separate cost output understood? Record the identifiers and exceptions. A successful API response or a visible journal proves creation, not that the result is correct.
Only then consider routine operation
If the sample reveals a problem, stop the affected workflow and investigate the smallest demonstrated cause. Do not enable automatic posting to generate more evidence. Retain the original sample and reviewer decision so later configuration changes can be compared against it. Closed periods and changes to financial records need the organization’s normal approval process.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- A2X posting review — Merchant documentation · support.a2xaccounting.com · Merchant-controlled · checked 2026-09-30
- Duplicate settlement checks — Merchant documentation · help.linkmybooks.com · Merchant-controlled · checked 2026-09-30