> For the complete documentation index, see [llms.txt](https://docs.hyperswitch.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hyperswitch.io/other-features/payments-modules/reconciliation-product/reconciliation-user-guides/know-your-setup.md). # Know your setup ## Guide 1: Know Your Setup *Time needed: \~5 minutes · Nothing to upload yet* Your account starts empty — no files, no numbers, no matches. That's fine. Before you upload anything, it's worth spending five minutes understanding what's already been built for you. When the Hyperswitch team configured your account, they set up two things: * **Your accounts** — one for each system in your money flow. In our demo that's four: the Order System (OMS), PSP 1, PSP 2, and the Bank. * **Your recon rules** — the checks that compare two accounts against each other. One rule per hop of the money's journey. In this guide you'll look at both, in two places: 1. **The Overview diagram** — a visual map of how your accounts connect. Even with no data in it, it shows the shape of your reconciliation: where money starts, where it flows through, and where it should end up. 2. **The Rules Library** — the list of rules behind that diagram. You won't edit anything here; you're just confirming the setup matches how your business actually moves money. By the end, you'll be able to answer: *"Which systems is my account reconciling, and what checks run between them?"* — and you'll be ready to upload your first files in Guide 2. {% embed url="" %} *** ### Step 1: See the shape of your money flow (Overview) Go to **Operate → Overview** in the left sidebar.
With no data uploaded yet, the numbers will all be zero — ignore them for now. What you're here for: * **The tabs across the top.** Next to the "Overview" tab you'll see one tab per recon rule — in our demo, one for each hop: OMS ↔ PSP 1, OMS ↔ PSP 2, PSP 1 ↔ Bank, PSP 2 ↔ Bank. These same tabs appear on most screens in the product, so it's worth recognizing them now: **one tab = one check between two systems.** * **The flow diagram.** This is your setup drawn as a picture: your systems as boxes, with arrows showing how money moves between them. Trace it once and confirm it matches reality — money starts at your order system, passes through a PSP, and lands at your bank. > 💡 If a system you use is missing from the diagram, or the flow looks different from how your money actually moves, stop and contact the Hyperswitch team before going further. ### Step 2: Meet your rules (Rules Library) Go to **Configure → Rules Library** in the left sidebar.
This is the list of checks behind those tabs. Each row is one rule, and you can read it in plain English: | Column | What it tells you | | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Priority** | The order rules are evaluated in. Lower number = checked first. | | **Rule Name** | The two accounts being compared — e.g. *OMS ↔ PSP 1*. Matches the tab names you saw on the Overview. | | **Rule Type** | *How* rows are matched. **Single–Single**: one row on this side matches exactly one row on the other. **Single–Many**: one row here matches several rows there (e.g. one payout covering many payments). **Many–Single**: several rows grouped together match one row (e.g. a day's payments against one bank credit). | | **Description** | A short note about what the rule checks. | | **Status** | **Active** means the rule will run as soon as data arrives. | You don't need to memorize the rule types — just know that the matching logic was built from the setup details you shared with us, and this page is where you can always look it up. > 🔒 This page is read-only for you by design. If a rule needs changing, that goes through the Hyperswitch team. ### Before you move on — quick checklist * ✅ I can see all my systems on the Overview diagram. * ✅ There's a tab (and a rule) for each hop money takes in my business. * ✅ Every rule in the Rules Library shows **Active**. * ✅ Nothing on either screen surprised me. If anything looks wrong or missing, contact the Hyperswitch team before uploading files. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.hyperswitch.io/other-features/payments-modules/reconciliation-product/reconciliation-user-guides/know-your-setup.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.