Settings: Data

Tools

The hub for platform fees, reconciliation, duplicate leads, the automations log, the UTM tracker and payment verification.

Read as Markdown

Tools gathers the configuration and audit screens for your workspace in one place. Each card shows a live count and takes you to the full screen, and owners and admins also get the payment verification settings at the bottom.

Who can open it

Owners, admins and ops users. Anyone else does not see Tools in the Settings menu and is sent to Account if they open the address. The payment verification card is shown to owners and admins only.

The cards

Card	What it shows	Where it goes
Platform fees	How many payment platforms have a fee rate. Rates are applied to each payment's net amount.	`Manage` opens platform fees.
Reconciliation	How many events could not be matched to a lead and are waiting for review.	`Review` opens the reconciliation queue.
Duplicate leads	People who applied or booked more than once, grouped so you can merge them.	Opens the duplicates list.
Automations log	How many recent automation events there are, and how many need review.	Opens the automations log.
UTM tracker	How many tracked links you have.	Opens UTM.

If any platform fee is still a placeholder rate, the Platform fees card shows a warning. Update those rates before you rely on commission figures. Matching reconciliation events by hand keeps attribution correct, and merging duplicate leads matters because every rate in PYLO divides by a lead count.

The platform fees and reconciliation screens need the Pro plan. On Basic, opening one takes you to My Board with an upgrade prompt.

Links

The Links card keeps the addresses your team needs to find: your Skool or Circle community, where clients go after they buy, and a Notion page such as your client handbook. PYLO stores each link and shows it; it reads nothing from it.

Payment verification

This card, for owners and admins, decides which payments count towards commission.

Choose a Commission basis:
- Legacy, all reported amounts counts every amount closers report on the post-call form.
- Verified only counts only payments a processor confirmed, or that someone verified by hand.
Set the Verification window in hours. This is how long PYLO waits for a processor to confirm a payment before flagging it as unverified. It must be a whole number above zero.
Choose Save changes, or Discard to reset the fields.

What changes elsewhere

Changing the commission basis recalculates future payouts only. Payouts already recorded keep the basis they were calculated under. You see the effect on Payouts and on the commission figures reps see.