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Add payment reconciliation summary documentation for SSMM - #111

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sonzsara wants to merge 3 commits into
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ENG-532
Open

Add payment reconciliation summary documentation for SSMM#111
sonzsara wants to merge 3 commits into
mainfrom
ENG-532

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@sonzsara sonzsara commented Jun 9, 2026

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Pull request overview

Adds a new query documentation page for the SSMM Metabase question “Payment reconciliation by method summary”, describing purpose, parameters, and the SQL used to pivot reconciliation amounts across payment methods.

Changes:

  • Added new markdown documentation page for “Payment Reconciliation Summary by Method - SSMM”.
  • Included parameters section (date, ssmm_id) and Metabase optional filter snippets.
  • Documented key assumptions/notes (active-only, SSMM identifier config id).

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Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md
Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md Outdated
Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md
Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md
Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md
Comment thread Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md
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3 participants