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

# Verifications

> Order, track, and review payroll and banking verifications in Console.

Use **Verifications** in [Console](https://console.argyle.com/) to order payroll and banking verifications, follow their progress, and download the reports. Consumers use an invitation link to share their data through Argyle.

> [!NOTE]
>
> Contact your Customer Success Manager to enable verifications in Console.

You can also track [verifications ordered through Encompass, the API, or other partner systems](#orders-from-other-systems) and download their reports in Console. Manage these orders in the system where they were placed.

## Order a verification

1. Sign in to Console, open **Verifications**, and select **Order verification**.
2. Select a **Flow**, if prompted. The flow determines the consumer experience and the options shown in the form.
3. Choose the reports you need. You can order income and employment, assets, or both, depending on the products enabled for your organization.

| Section | Report options |
| - | - |
| **Income and employment** | Payroll VOIE or Payroll VOE |
| **Assets** | Banking VOA, Banking VOAI, or Banking VOE |

For payroll, you can optionally select the consumer's employers. For banking, choose an **Account history** period using a preset or a custom start date.

![Income and employment and Assets sections of the Console order form.](https://mintcdn.com/argyle/iwmWf-j2l2xQ82RU/images/argyle-guides/console/verifications/order-reports.png?fit=max\&auto=format\&n=iwmWf-j2l2xQ82RU\&q=85\&s=14bb59d16caf9f070547e08afbbb62ba)

4. If **Send invite via** is shown, choose from the available options: **Email and SMS (recommended)**, **Email only**, or **SMS only**. The options depend on your organization's settings.
5. Enter the consumer's first and last name, plus the contact details required for your invitation method. Banking orders also require the consumer's state and either their date of birth or SSN. You can optionally add a loan number for your internal reference.
6. Select **Submit order**, review the confirmation, and confirm the order.

![Send invite via and Consumer sections of the Console order form.](https://mintcdn.com/argyle/iwmWf-j2l2xQ82RU/images/argyle-guides/console/verifications/order-invitation.png?fit=max\&auto=format\&n=iwmWf-j2l2xQ82RU\&q=85\&s=12bb3263f30049fae95c77a0908338ac)

For email or SMS orders, the consumer receives an invitation via the selected method. If your organization uses manual sharing, **Send invite via** is hidden and submitting the order generates a link without sending email or SMS. Use **Copy link** to share it with the consumer. You can follow each verification's progress in Console after the consumer opens the invitation and shares their payroll or banking data.

## Find and track verifications

Switch between two views on the **Verifications** page:

* **Consumer view** groups verifications by consumer and shows the latest verification for each product.
* **Verification view** shows each verification as a separate row, including earlier orders for the same consumer.

Search by name, email, phone number, or loan number. Use the status tabs or **Filters** to narrow the list by status, report type, data source, created date, requester, or origin. For example, filter by **Origin** to find verifications ordered through Encompass.

| Status | What it means |
| - | - |
| **Pending** | The consumer still needs to complete the requested steps. |
| **In progress** | Data is syncing or the verification is being processed. |
| **Action required** | Select the consumer to review the issue and recommended next steps. |
| **Completed** | Results are available to review. |
| **Cancelled** | The verification has ended without completion. |

## Review reports and documents

Select a consumer. The **Income and employment** and **Assets** sections show verification status, data sources, and available reports. Hover over a verification's status to see when it was ordered and who requested it.

Use the download button beside a report to open its PDF. Payroll paystubs and tax documents are also available when provided by the connected source.

[Doc VOI](/verifications/verification-types/document-voi) results appear alongside payroll and banking verifications. You can review available results and documents. Ordering Doc VOI verifications in Console will be made available in the future.

![Completed payroll and banking verifications with reports, paystubs, and tax documents available to download.](https://mintcdn.com/argyle/iwmWf-j2l2xQ82RU/images/argyle-guides/console/verifications/reports-and-documents.png?fit=max\&auto=format\&n=iwmWf-j2l2xQ82RU\&q=85\&s=e9556672dd2ab2297fdc351e9959be8c)

## Managing Console orders

### Resend an invitation or copy its link

For invitations sent by email or SMS, use **Resend** to send the invitation again through the original channels. Use **Copy link** to copy a connection invitation URL you can send directly to the consumer. These actions are available from the list or the consumer's details when an invitation is available.

![Copy link and Resend actions at the top of a consumer's details.](https://mintcdn.com/argyle/iwmWf-j2l2xQ82RU/images/argyle-guides/console/verifications/invitation-actions.png?fit=max\&auto=format\&n=iwmWf-j2l2xQ82RU\&q=85\&s=98e8f4e415fcf18d87858c7379f6240f)

### Refresh a completed verification

Open the consumer and select **Refresh** in the relevant section. Choose an available report type and follow the option shown:

* **Instant refresh:** When the existing connection supports a refresh, generate a new report without asking the consumer to take action.
* **Request updated data:** If the consumer needs to reconnect, follow the prompts to request updated data.
* **Use existing data:** When offered, generate a report using the data already available. This does not ask the consumer to reconnect or provide newer data.

For eligible banking refreshes, you can also adjust the account history and select which accounts to include. The resulting report is added to the consumer's report history; previous reports remain available.

![Refresh Assets panel with report type, account history, account selection, and Generate report controls.](https://mintcdn.com/argyle/iwmWf-j2l2xQ82RU/images/argyle-guides/console/verifications/refresh-verification.png?fit=max\&auto=format\&n=iwmWf-j2l2xQ82RU\&q=85\&s=27bf4819fd0d643fe5129f0c57a2c052)

### Cancel an order

Use **Cancel** on a verification in **Pending** or **Action required**, then confirm the cancellation. Cancelling an order does not delete accounts the consumer has already connected.

To start again after cancellation, select **Order verification** from the consumer's details. Existing consumer information is prefilled in the order form.

## Orders from other systems

Verifications ordered through the API, Encompass, or another partner system are view-only in Console. You can review their status and download available reports and documents. Send reminders, refresh, or cancel those verifications in the system where they were ordered.

## Test in Sandbox

Enable **Sandbox mode** in Console to try the verification workflow with test data. See [Sandbox Testing](/overview/sandbox-testing) for test users and connection credentials, and turn Sandbox mode off before ordering for real consumers.