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.

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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.