> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Deposit Verification Page (Beta)

### At a Glance

Deposit verification automatically matches your bank deposits to the insurance payments you have posted, so you can confirm each payment actually reached your bank account. The **deposit verification** page shows you what that automation did: where your deposits came from, which ones were set aside, and which ones matched or are still unmatched.

Find the page under **Automations → Workflows → Deposit Verification**.

> [!NOTE]
>
> Deposit Verification is in beta and is not yet live for every practice.
>
> Admins can open Automations by default. If you do not see **automations** at all, ask your admin to give you the **automations** permission. See [Manage Staff & Permissions](https://docs.athelas.com/insights_admin/my_practice/manage_staff_permissions.md).

## Overview

The page opens on the **overview**. At the top, you see how much you have matched out of your total insurance deposits.

![The Deposit Verification overview, with the matched amount at the top and a flow chart of deposits moving through the three steps](https://mintlify.s3.us-west-1.amazonaws.com/air_athelas/images/insights_biller/automations/deposit_verification/deposit_verification_1.webp)

The chart follows your deposit dollars from your bank to a match result. Click a deposit in the table below it to open that deposit on the [remittances](https://docs.athelas.com/insights_biller/general_billing/remittances.md) page.

> [!TIP]
>
> ✨**Smart Tip:** Deposits from the last few days often look unmatched because their checks have not arrived yet. Judge your match rate on older weeks.

## Ingestion

Ingestion brings in each deposit from your bank, through Plaid, BAI2 files, Anatomy, or virtual cards.

## Exclusion

Exclusion sets aside deposits that are not insurance payments, such as transfers, so they do not count against your match rate. The **excluded deposits** table lists the deposits that were taken out of scope for matching, and shows who or what excluded each one and why. Use the **excluded by** filter to separate rule, manual, and system exclusions. To change the exclusion rules, click **manage rules**.

## Matching

Matching ties each remaining deposit to the checks it covers. Use the **matched by** filter in the **matched deposits** table to separate auto-matched, manual, and deposit slip matches.

![The Matched deposits table, with the Why it matched icon at the end of each row](https://mintlify.s3.us-west-1.amazonaws.com/air_athelas/images/insights_biller/automations/deposit_verification/deposit_verification_2.png)

### Why it matched

Click the **why it matched** icon on any row to see each matched check and how it was matched:

* **Auto-match:** the rule that made the match. Hover over it to read what it means.
* **Manual:** the person who matched it, and the date.
* **Deposit slip:** the deposit slip it came from.

![The Why it matched drawer, showing a matched check with its rule and the evidence behind the match](https://mintlify.s3.us-west-1.amazonaws.com/air_athelas/images/insights_biller/automations/deposit_verification/deposit_verification_3.png)

### Settings

This step also shows two read-only settings. **Match before posting** shows whether payments wait for a matched deposit before they post. **Deposit source aliases** lists payer names that matching treats as the same payer. To change either one, contact your account manager.

> [!NOTE]
>
> If you do not see Deposit Verification under **workflows**, reach out to your account manager or [support@getathelas.com](mailto:support@getathelas.com) to get it enabled.


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