How do I filter the reconciliations list by type, account, or user?

Short Answer: Use the three dropdowns at the top—Reconciliation type, Reconciliation for, and Run by—to filter and narrow the list.

PreRequisites

1. You are signed in.

2. You are on the Reconciliations page.

Steps

1. Open the Reconciliations page.
   The filter panel is visible at the top with:
   • Reconciliation type
   • Reconciliation for
   • Run by

2. Click the Reconciliation type dropdown and select a value.
   • Example: Bank, 26AS, or All types
   The list updates to show only the selected reconciliation type.

3. Click the Reconciliation for dropdown and select the account or entity.
   • Example: ICICI Savings Account
   The list filters to show reconciliations for that account.

4. Click the Run by dropdown and select a user.
   • Example: Sarah Johnson
   The list now shows reconciliations run by that user.

5. The table updates automatically based on the selected filters.

Troubleshooting

1. The list shows 'No reconciliations found' after applying filters.

   Likely Cause:

   • The selected filters are too restrictive.
   • No records match the combination of filters.

   Action:

   • Reset filters to:
   • All types
   • All (accounts)
   • All users
   • Apply filters one at a time to narrow results.

2. Selecting a filter value has no effect.

   Likely Cause:

   • Temporary page refresh issue or UI glitch.

   Action:

   • Reload the page and apply the filters again.
   • If the issue continues, contact support.

Note: Default filter values are 'All types', 'All', and 'All users', which display the complete list of reconciliations.