Short Answer: Refresh the Home page, check your internet connection and browser, confirm you’re signed into the correct account (top-right initials like "PS"), then try again.
PreRequisites
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Be signed in to your CleverBalance account.
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Have a stable internet connection.
Steps
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Reload the Home page (refresh your browser) and try the button or link again.
Temporary loading issues may be cleared and the controls should respond. -
Confirm you are signed into the correct account by checking the initials in the top-right corner (for example "PS").
This ensures you are using the correct workspace. -
Check your network connection and try another network if possible.
This helps rule out connectivity problems. -
Try using a different browser or clear your browser cache, then retry the action.
If the issue was browser-related, the UI should work normally. -
If the issue persists, capture a screenshot of the Home header and Reconciliation card and share it with your administrator or support team.
This helps support diagnose the issue.
Troubleshooting
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Clicking "View report" returns an error page.
Likely Cause: Server-side error or permission restriction.
Action: Refresh the page. If the error continues, capture the error message and screenshot and send it to support or your admin.
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Buttons are visible but not clickable.
Likely Cause: JavaScript failed to load or the page didn’t fully render.
Action: Reload the page, disable script-blocking browser extensions, or try a different browser.
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You see "New reconciliation" when you expected reports.
Likely Cause: You are signed into a different account.
Action: Check the top-right initials and sign in with the correct account that contains your reconciliations.
Note: If you capture an error, include the exact error message and the time shown when reporting it. This helps speed up troubleshooting.