Short Answer: On the main upload page, click the 'Edit' (pencil) on the file card to re-open the 'Review 26AS statement' or 'Configure books data' modal, make changes, then click 'Confirm & continue' or 'Save & apply'.
PreRequisites
- The file has already been uploaded and the file name is visible on the card.
Steps
-
On the New Reconciliation page, locate the file card showing the uploaded file name and click the 'Edit' pencil icon.
The corresponding modal ('Review 26AS statement' or 'Configure books data') re-opens. -
For 26AS files, review the information in 'Review 26AS statement'.
• If the details are correct, click 'Confirm & continue'.
• If you need to stop the process, click 'Cancel'. -
For books files, update the required mappings in 'Configure books data', such as:
• Party
• Transaction date
• Date format
• TDS amount
Review the 'Formatted preview (first 5 rows)', then click 'Save & apply'. -
After completing the edits, click 'Continue' to proceed to 'Party mapping'.
The Party mapping modal opens to map the required parties.
Troubleshooting
-
Clicking 'Edit' does nothing.
Likely Cause:
• Temporary UI issue.
• The modal dialog is blocked by the browser.Action:
• Refresh the New Reconciliation page and try clicking 'Edit' again.
• Ensure browser extensions or pop-up blockers are not preventing the modal from opening.
Note: Use the 'Edit' option to fix mappings or re-confirm the 26AS file before continuing with the reconciliation process.